FairWay Financial

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

2409b Plantation Center Dr, Matthews, No...

Phone Number

(980) 245-4757

Revenue

<$5 Million

Industry

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

About FairWay Financial

FairWay Financial is a fiduciary wealth management firm based in Matthews, NC, dedicated to acting in the best interest of its clients. The company offers a range of services including retirement planning, financial planning, investment management, estate planning, and tax planning. FairWay Financial focuses on building strong relationships with clients to understand their financial goals and concerns, ensuring personalized service. Their target clients include individuals seeking financial independence, small business owners, and families planning for education and estate needs.Explore more
FairWay Financial's Social MediaPopular SearchesFairway FinancialFairWayFinancialNCCharlotte Financial Services LLCFairWay Financial, NCFairWay Financial - LLCSIC Code 62,628NAICS Code 52,523Show more

FairWay Financial Org Chart

PhoneEmail
BK
United States flag for contact location.

Owner and Financial Advisor

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FairWay Financial

<$5M
1-10
Private
-
2015
BK
Bradley KellenOwner and Financial Advisor
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1984
ME
Michael ErpenbachDirector, Client Services
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

FairWay Financial Tech Stack

A closer look at the technologies used by FairWay Financial

FairWay Financial News & Media

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Frequently Asked Questions Regarding FairWay Financial

What is FairWay Financial's official website?
FairWay Financial's official website is www.fairwayfinancialnc.com
What is FairWay Financial's Revenue?
FairWay Financial's revenue is <$5 Million
What is FairWay Financial's SIC code?
FairWay Financial's SIC: 62,628
What is FairWay Financial's NAICS code?
FairWay Financial's NAICS: 52,523
How many employees does FairWay Financial have?
FairWay Financial has 1-10 employees
What industry does FairWay Financial belong to?
FairWay Financial is in the industry of: Finance, Securities Trading
What is FairWay Financial competition?
FairWay Financial top competitors include: Copper Canyon Wealth Management, Murphy Wealth Management, Cedar Ridge Wealth Management Group, Stockade Wealth Management
What technology does FairWay Financial use?
Some of the popular technologies that FairWay Financial uses are: Cloudflare Website Optimization, Google Cloud Web Serving, Google Cloud Platform, Datadog
How do I contact FairWay Financial?
FairWay Financial contact info: Phone number: (980) 245-4757 Website: www.fairwayfinancialnc.com
What does FairWay Financial do?

FairWay Financial is a fiduciary wealth management firm based in Matthews, NC, dedicated to acting in the best interest of its clients. The company offers a range of services including retirement planning, financial planning, investment management, estate planning, and tax planning. FairWay Financial focuses on building strong relationships with cl... ients to understand their financial goals and concerns, ensuring personalized service. Their target clients include individuals seeking financial independence, small business owners, and families planning for education and estate needs.Read More

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

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