Echelon Group

Finance · Idaho, United States · 11-50 Employees

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Overview

Headquarters

408 E Parkcenter Blvd Ste 330, Boise, Id...

Phone Number

(208) 345-9944

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About Echelon Group

Echelon Group provides tailored financial services for both businesses and individuals, focusing on retirement plans, executive compensation, and asset management for employers, as well as financial planning, estate planning, and insurance for individuals. With over 30 years of experience, the company emphasizes integrity and compliance to offer unbiased strategies for enhancing employee retention and personal wealth. Their holistic approach integrates business and personal financial planning, empowering clients to achieve their goals while ensuring risk management and regulatory adherence. Operating across the Western U.S.A., Echelon Group is committed to guiding clients toward financial security and success.Explore more
Echelon Group's Social MediaPopular SearchesEchelon Group IncEchelon Groupthe echelon group IncSIC Code 62,628NAICS Code 52,523Show more

Echelon Group Org Chart

ER
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Chief Executive Officer

PhoneEmail
Donald Reiman, President & Founder at Echelon Group
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President & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Echelon Group

<$5M
11-50
Private
-
2004
$9.8M
11-50
Private
-
2013
AF
Anthony FiorenzaPresident & CEO
<$5M
11-50
Private
-
1983
<$5M
11-50
Private
<$5M
-
N/A
<$5M
1-10
Private
-
2012
MR
Margo RosenOffice Manager
<$5M
1-10
Private
-
1977
NS
Nancy SpringlerManager, Client Services
<$5M
1-10
Private
-
2015
RP
Ronald PolluconiPrivate Bank Market Leader
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Echelon Group Tech Stack

A closer look at the technologies used by Echelon Group

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Frequently Asked Questions Regarding Echelon Group

What is Echelon Group's official website?
Echelon Group's official website is www.echelongroup.com
What is Echelon Group's Revenue?
Echelon Group's revenue is <$5 Million
What is Echelon Group's SIC code?
Echelon Group's SIC: 62,628
What is Echelon Group's NAICS code?
Echelon Group's NAICS: 52,523
How many employees does Echelon Group have?
Echelon Group has 11-50 employees
What industry does Echelon Group belong to?
Echelon Group is in the industry of: Finance, Insurance, Securities Trading
What is Echelon Group competition?
Echelon Group top competitors include: RSW Financial Group, Bellingrath Wealth, Columbia Wealth Management, Nelson Murphy Insurance & Investments
What technology does Echelon Group use?
Some of the popular technologies that Echelon Group uses are: Cloudflare CDN, Microsoft 365, GoDaddy DNS, Cloudflare Security
How do I contact Echelon Group?
Echelon Group contact info: Phone number: (208) 345-9944 Website: www.echelongroup.com
What does Echelon Group do?

Echelon Group provides tailored financial services for both businesses and individuals, focusing on retirement plans, executive compensation, and asset management for employers, as well as financial planning, estate planning, and insurance for individuals. With over 30 years of experience, the company emphasizes integrity and compliance to offer un... biased strategies for enhancing employee retention and personal wealth. Their holistic approach integrates business and personal financial planning, empowering clients to achieve their goals while ensuring risk management and regulatory adherence. Operating across the Western U.S.A., Echelon Group is committed to guiding clients toward financial security and success.Read More

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

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