Donald M Graham & Associates

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

205 S Myrtle Ave, Willard, Ohio, 44890, ...

Phone Number

(419) 933-2081

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
2
1
1
1
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1

About Donald M Graham & Associates

Donald M. Graham & Associates is an independent financial firm established in 1976, dedicated to helping clients achieve their long-term financial goals. The firm offers a range of services including accumulation, risk management, tax strategies, business planning, retirement planning, and estate planning. Their approach is relationship-oriented, focusing on understanding and pursuing the financial objectives of their clients. They cater to individuals seeking professional financial guidance to navigate complex financial challenges.Explore more
Donald M Graham & Associates's Social MediaPopular SearchesDonald M Graham & AssociatesGraham & AssociatesDonald Graham & AssociatesDon Graham & AssociatesDonald Graham AssociatesSIC Code 62,628NAICS Code 52,523Show more

Donald M Graham & Associates Org Chart

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DB
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Director, Financial Planning Operations

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Registered of Commonwealth Financial Network ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Donald M Graham & Associa...

<$5M
1-10
Private
<$5M
1976
DB
Derek BakerDirector, Financial Planning Operations
<$5M
1-10
Private
-
2003
EG
Ellen GregoryAdministrative Assistant & Manager, Client Services
<$5M
1-10
Private
-
1960
ES
Ernest SimsPresident & Investment Advisor & Representative & Registered Principal
<$5M
1-10
Private
-
2005
JR
Jessica RyanClient Service Specialist
<$5M
1-10
Private
-
1990
Neil Hoyt, Partner, President at Michael Roberts Associates
Neil HoytPartner, President
<$5M
1-10
Private
-
1986
RS
Robert SegalVice President
<$5M
1-10
Private
-
1997
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Donald M Graham & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Donald M Graham & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Donald M Graham & Associates.

Donald M Graham & Associates financials insights

Gather financial insights about Donald M Graham & Associates, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Donald M Graham & Associates Tech Stack

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Frequently Asked Questions Regarding Donald M Graham & Associates

What is Donald M Graham & Associates's official website?
Donald M Graham & Associates's official website is www.grahamassoc.com
What is Donald M Graham & Associates's Revenue?
Donald M Graham & Associates's revenue is <$5 Million
What is Donald M Graham & Associates's SIC code?
Donald M Graham & Associates's SIC: 62,628
What is Donald M Graham & Associates's NAICS code?
Donald M Graham & Associates's NAICS: 52,523
How many employees does Donald M Graham & Associates have?
Donald M Graham & Associates has 1-10 employees
What industry does Donald M Graham & Associates belong to?
Donald M Graham & Associates is in the industry of: Finance, Securities Trading
What is Donald M Graham & Associates competition?
Donald M Graham & Associates top competitors include: Camelback Retirement Planners, Foundation Financial Advisors, Tucker-Haskins and Associates, Michael Roberts Associates
What technology does Donald M Graham & Associates use?
Some of the popular technologies that Donald M Graham & Associates uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Donald M Graham & Associates?
Donald M Graham & Associates contact info: Phone number: (419) 933-2081 Website: www.grahamassoc.com
What does Donald M Graham & Associates do?

Donald M. Graham & Associates is an independent financial firm established in 1976, dedicated to helping clients achieve their long-term financial goals. The firm offers a range of services including accumulation, risk management, tax strategies, business planning, retirement planning, and estate planning. Their approach is relationship-oriented, f... ocusing on understanding and pursuing the financial objectives of their clients. They cater to individuals seeking professional financial guidance to navigate complex financial challenges.Read More

What are Donald M Graham & Associates social media links?
Donald M Graham & Associates Linkedin page Donald M Graham & Associates Twitter page Donald M Graham & Associates Facebook page
Is Donald M Graham & Associates a public company?
Donald M Graham & Associates is private company therefore does not currently have an official ticker symbol
See more information about Donald M Graham & Associates

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