DVB Financial

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

4800 Linglestown Rd Ste 304, Harrisburg,...

Phone Number

(717) 652-6901

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About DVB Financial

DVB Financial is an independent wealth management firm specializing in financial planning and wealth management services for individuals, families, and small businesses, particularly in the Central PA region. The firm offers tailored solutions in areas such as retirement planning, elder care, business ownership, and special needs family planning. With a team of specialists, DVB Financial aims to simplify life's complexities and provide clients with clarity and confidence in their financial decisions. As a fiduciary, the firm prioritizes the best interests of its clients, collaborating with their existing advisors to ensure comprehensive planning.Explore more
DVB Financial's Social MediaPopular SearchesDVB Financial LLCSIC Code 62,628NAICS Code 52,523Show more

DVB Financial Org Chart

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JS
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Client Relationship Manager

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Partner

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CS
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Manager, Wealth & Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

DVB Financial

<$5M
1-10
Private
<$5M
2014
JS
Justine SnyderClient Relationship Manager
$5.4M
11-50
Private
-
2016
KC
Kathleen ClarkDirector, Client Services
$5.3M
11-50
Private
<$5M
2006
PS
Patricia SchwartzChief Administrative Officer (CAO)
<$5M
1-10
Private
-
1985
LF
Lisa FurlongFinancial, Lpl Financial Advisor
<$5M
1-10
Private
-
2014
CC
Christopher CosenzaInvestment Advisory Representative
<$5M
1-10
Private
-
1977
Travis Kellman, President & Certified Financial Planner & Professional at Kellman Barnes Financial Planning
Travis KellmanPresident & Certified Financial Planner & Professional
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

DVB Financial financials insights

Gather financial insights about DVB Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$41K

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DVB Financial Tech Stack

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Frequently Asked Questions Regarding DVB Financial

What is DVB Financial's official website?
DVB Financial's official website is www.dvbfinancial.com
What is DVB Financial's Revenue?
DVB Financial's revenue is <$5 Million
What is DVB Financial's SIC code?
DVB Financial's SIC: 62,628
What is DVB Financial's NAICS code?
DVB Financial's NAICS: 52,523
How many employees does DVB Financial have?
DVB Financial has 1-10 employees
What industry does DVB Financial belong to?
DVB Financial is in the industry of: Finance, Securities Trading
What is DVB Financial competition?
DVB Financial top competitors include: Brookhaven Wealth Management, CarriageGate Wealth, Kellman Barnes Financial Planning, Mayer & Associates Advisory
What technology does DVB Financial use?
Some of the popular technologies that DVB Financial uses are: WordPress.org, Proofpoint, Google Tag Manager, Cloudflare Security
How do I contact DVB Financial?
DVB Financial contact info: Phone number: (717) 652-6901 Website: www.dvbfinancial.com
What does DVB Financial do?

DVB Financial is an independent wealth management firm specializing in financial planning and wealth management services for individuals, families, and small businesses, particularly in the Central PA region. The firm offers tailored solutions in areas such as retirement planning, elder care, business ownership, and special needs family planning. W... ith a team of specialists, DVB Financial aims to simplify life's complexities and provide clients with clarity and confidence in their financial decisions. As a fiduciary, the firm prioritizes the best interests of its clients, collaborating with their existing advisors to ensure comprehensive planning.Read More

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

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