Element Financial Group
Likely to Engage tag.Highly Engaged Employees

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

205 Lexington Ave Rm 1600, New York City...

Phone Number

(212) 878-1760

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
2
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About Element Financial Group

Element Financial Group offers comprehensive financial planning and wealth management services tailored for individuals and businesses in New York City and beyond. Their expert team provides personalized financial guidance, focusing on both personal and business finance solutions, including retirement plans and employee benefits. As a women-owned and women-led firm, they emphasize custom solutions that prioritize client needs without conflicts of interest. Their services also incorporate sustainability through ESG strategies, ensuring clients can align their financial goals with their values.Explore more
Element Financial Group's Social MediaPopular SearchesELEMENT Financial GroupElement Financial Group LLCCom ElementfinancialgroupAlexandra LeviAlexandra Levi AGTSIC Code 62,628NAICS Code 52,523Show more

Element Financial Group Org Chart

PhoneEmail
AP
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Director, Financial Planning Services

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AO
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Director, Client Services

PhoneEmail
JL
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Director, Retirement Operations

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RP
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General Manager

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LL
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Senior Financial Planning Specialist

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NG
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Paraplanner

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NB
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Financial Advisor

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LF
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Senior Financial Planner

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Compare Similar Companies to Element Financial Group

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Element Financial Group

<$5M
11-50
Private
-
2007
AP
Amy PastorinoDirector, Financial Planning Services
$5.3M
11-50
Private
-
1995
KS
Kristina SmithRelationship Manager
<$5M
1-10
Private
-
2023
MG
Martha GannonLicensed Paraplanner
<$5M
1-10
Private
-
1988
LR
Laura RuizChief Operating Officer
<$5M
1-10
Private
-
2020
MG
Marceline GlavachDirector, Operations
<$5M
1-10
Private
-
-
CC
Cap CleggFinancial Planner & Owner
<$5M
1-10
Private
-
-
RS
Richard ScaliaFinancial Advisor
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

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

What does this means?

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

Element Financial Group Tech Stack

A closer look at the technologies used by Element Financial Group

Element Financial Group News & Media

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Frequently Asked Questions Regarding Element Financial Group

What is Element Financial Group's official website?
Element Financial Group's official website is www.elementfinancialgroup.com
What is Element Financial Group's Revenue?
Element Financial Group's revenue is <$5 Million
What is Element Financial Group's SIC code?
Element Financial Group's SIC: 62,628
What is Element Financial Group's NAICS code?
Element Financial Group's NAICS: 52,523
How many employees does Element Financial Group have?
Element Financial Group has 11-50 employees
What industry does Element Financial Group belong to?
Element Financial Group is in the industry of: Finance, Securities Trading
What is Element Financial Group competition?
Element Financial Group top competitors include: Stratton & Cote Financial, Scalia Wealth Management, Columbus Financial Concepts, Esposito, Kiker and Associates
What technology does Element Financial Group use?
Some of the popular technologies that Element Financial Group uses are: DocuSign, Drupal, Cloudflare Website Optimization, Google Universal Analytics
How do I contact Element Financial Group?
Element Financial Group contact info: Phone number: (212) 878-1760 Website: www.elementfinancialgroup.com
What does Element Financial Group do?

Element Financial Group offers comprehensive financial planning and wealth management services tailored for individuals and businesses in New York City and beyond. Their expert team provides personalized financial guidance, focusing on both personal and business finance solutions, including retirement plans and employee benefits. As a women-owned a... nd women-led firm, they emphasize custom solutions that prioritize client needs without conflicts of interest. Their services also incorporate sustainability through ESG strategies, ensuring clients can align their financial goals with their values.Read More

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

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