DR Financial Group

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

10421 Oak Valley Rd, Fort Wayne, Indiana...

Phone Number

(260) 627-0061

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
2
1
1
1
1
1

About DR Financial Group

drfinancialgroup specializes in tailored investment management, financial guidance, and retirement planning services. They offer a comprehensive approach to wealth management, integrating tax planning, asset protection, estate planning, and investment management. Their intended clients include individuals seeking to create and protect their wealth through cohesive strategies. The firm emphasizes the importance of financial education and risk management to optimize clients' financial futures.Explore more
DR Financial Group's Social MediaPopular SearchesDR Financial Group IncD & R Financial Group LLCD&r Financial Group LLCDR Financial GroupD R Financial GroupSIC Code 62,628NAICS Code 52,523Show more

DR Financial Group Org Chart

PhoneEmail
LB
United States flag for contact location.

Director, Compliance

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

DR Financial Group

<$5M
1-10
Private
-
2006
LB
Larry BalcomDirector, Compliance
$5.2M
11-50
Private
-
-
Thomas Ambrose, President, Chief Executive Officer at Ambrose Wealth Management
Thomas AmbrosePresident, CEO
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2014
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
<$5M
1-10
Private
-
2015
LB
Lester BotkinFinancial, Cfa Advisor
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

DR Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

DR Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about DR Financial Group.

DR Financial Group Tech Stack

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Frequently Asked Questions Regarding DR Financial Group

What is DR Financial Group's official website?
DR Financial Group's official website is www.drfinancialgroup.com
What is DR Financial Group's Revenue?
DR Financial Group's revenue is <$5 Million
What is DR Financial Group's SIC code?
DR Financial Group's SIC: 62,628
What is DR Financial Group's NAICS code?
DR Financial Group's NAICS: 52,523
How many employees does DR Financial Group have?
DR Financial Group has 1-10 employees
What industry does DR Financial Group belong to?
DR Financial Group is in the industry of: Finance, Securities Trading
What is DR Financial Group competition?
DR Financial Group top competitors include: Bayntree Wealth Advisors, Ambrose Wealth Management, Lakeside Financial Planning, Radnor Financial Advisors
What technology does DR Financial Group use?
Some of the popular technologies that DR Financial Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Font API
How do I contact DR Financial Group?
DR Financial Group contact info: Phone number: (260) 627-0061 Website: www.drfinancialgroup.com
What does DR Financial Group do?

drfinancialgroup specializes in tailored investment management, financial guidance, and retirement planning services. They offer a comprehensive approach to wealth management, integrating tax planning, asset protection, estate planning, and investment management. Their intended clients include individuals seeking to create and protect their wealth... through cohesive strategies. The firm emphasizes the importance of financial education and risk management to optimize clients' financial futures.Read More

What are DR Financial Group social media links?
DR Financial Group Linkedin page DR Financial Group Twitter page DR Financial Group Facebook page
Is DR Financial Group a public company?
DR Financial Group is private company therefore does not currently have an official ticker symbol
See more information about DR Financial Group

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