Edgewood Financial Group

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

1199 US Highway 22 Ste 306, Mountainside...

Phone Number

(908) 228-8900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Edgewood Financial Group

Edgewood Financial Group is an independent financial advisory firm that specializes in creating long-term financial plans for individuals and families, tailored to their aspirations and current situations. They operate as fiduciaries, prioritizing client interests and offering services on a negotiated fee basis. Their offerings include investment management, retirement planning, education planning, and insurance solutions, with a focus on building lasting relationships and maintaining transparency. The firm caters to a diverse clientele, from young professionals to retirees, emphasizing that it is never too early or too late to plan for financial goals.Explore more
Edgewood Financial Group's Social MediaPopular SearchesEdgewood Financial GroupWOODSTOCK FINANCIAL GROUP IncBroadridge Financial Solutions IncEdgewood Financial Group LLCedgewoodfinancialgroup.comSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Edgewood Financial Group

<$5M
1-10
Private
-
2008
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2003
MW
Miranda WohlscheidExecutive Assistant
<$5M
1-10
Private
-
1960
Michael Thein, President, Abbey Investment Services at Thein Financial Group
Michael TheinPresident, Abbey Investment Services
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2015
MP
Mark ProvenzanoDirector, Investment & Advisor & Representative
<$5M
1-10
Private
-
-
JA
Jay AgarwalFinancial Professional
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Edgewood Financial Group Tech Stack

A closer look at the technologies used by Edgewood Financial Group

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Frequently Asked Questions Regarding Edgewood Financial Group

What is Edgewood Financial Group's official website?
Edgewood Financial Group's official website is www.edgewoodfinancialgroup.com
What is Edgewood Financial Group's Revenue?
Edgewood Financial Group's revenue is <$5 Million
What is Edgewood Financial Group's SIC code?
Edgewood Financial Group's SIC: 62,628
What is Edgewood Financial Group's NAICS code?
Edgewood Financial Group's NAICS: 52,523
How many employees does Edgewood Financial Group have?
Edgewood Financial Group has 1-10 employees
What industry does Edgewood Financial Group belong to?
Edgewood Financial Group is in the industry of: Finance, Securities Trading
What is Edgewood Financial Group competition?
Edgewood Financial Group top competitors include: Capstone Financial, Hedged Private Wealth, Gattuso Financial Services, Thein Financial Group
What technology does Edgewood Financial Group use?
Some of the popular technologies that Edgewood Financial Group uses are: Neustar UltraDNS, GoDaddy DNS, Cloudflare Security, Broadridge Advisor Solutions
How do I contact Edgewood Financial Group?
Edgewood Financial Group contact info: Phone number: (908) 228-8900 Website: www.edgewoodfinancialgroup.com
What does Edgewood Financial Group do?

Edgewood Financial Group is an independent financial advisory firm that specializes in creating long-term financial plans for individuals and families, tailored to their aspirations and current situations. They operate as fiduciaries, prioritizing client interests and offering services on a negotiated fee basis. Their offerings include investment m... anagement, retirement planning, education planning, and insurance solutions, with a focus on building lasting relationships and maintaining transparency. The firm caters to a diverse clientele, from young professionals to retirees, emphasizing that it is never too early or too late to plan for financial goals.Read More

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

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