FinanceForward

Finance · Maryland, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1910 Towne Centre Blvd Ste 250, Annapoli...

Phone Number

(410) 494-7766

Revenue

$5.1 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About FinanceForward

FinanceForward LLC is a strategic-wealth-management firm that provides a range of services including investment strategies, insurance services, personal planning, women's financial services, and corporate benefits. The firm is dedicated to guiding clients at any stage of their financial journey to build a strong financial foundation. With over 75 years of combined experience, FinanceForward focuses on helping clients achieve financial independence. Their target clients include individuals seeking personal financial planning and corporations looking for employee benefits solutions.Explore more
FinanceForward's Social MediaPopular SearchesFinanceForwardFinance Forward LLCFinanceForward LLCYoung & Company Wealth Management Strategies LLCKalen Development LLCSIC Code 62,628NAICS Code 52,523Show more

FinanceForward Org Chart

PhoneEmail
LW
United States flag for contact location.

Client Relationship Manager

PhoneEmail
KR
United States flag for contact location.

Manager, Operations

PhoneEmail
SE
United States flag for contact location.

Client Relationship Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
KB
United States flag for contact location.

Partner

PhoneEmail
ES
United States flag for contact location.

Partner and Financial Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
CG
United States flag for contact location.

Partner

PhoneEmail
BS
United States flag for contact location.

Associate Advisor

PhoneEmail
NR
United States flag for contact location.

Manager, Wealth & Assistant

PhoneEmail
CG
United States flag for contact location.

Registered Investment Advisor

PhoneEmail
MW
United States flag for contact location.

Intern

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is FinanceForward your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to FinanceForward

Compare insights from companies similar to FinanceForward, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FinanceForward

$5.1M
1-10
Private
-
2012
LW
Lauren WickenheiserClient Relationship Manager
$6.3M
1-10
Private
-
2014
AB
Alan BergerSenior Partner & Investment Advisor & Representative
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2006
MB
Makayla BurksClient Service Administrator
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

FinanceForward Tech Stack

A closer look at the technologies used by FinanceForward

Top Finance Companies

Frequently Asked Questions Regarding FinanceForward

What is FinanceForward's official website?
FinanceForward's official website is www.financeforward.me
What is FinanceForward's Revenue?
FinanceForward's revenue is $5.1 Million
What is FinanceForward's SIC code?
FinanceForward's SIC: 62,628
What is FinanceForward's NAICS code?
FinanceForward's NAICS: 52,523
How many employees does FinanceForward have?
FinanceForward has 1-10 employees
What industry does FinanceForward belong to?
FinanceForward is in the industry of: Finance, Insurance, Securities Trading
What is FinanceForward competition?
FinanceForward top competitors include: Copper Canyon Wealth Management, Weinberg Financial Advisory, Rogers Financial Group, Darold Mark
What technology does FinanceForward use?
Some of the popular technologies that FinanceForward uses are: WordPress.org, reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN
How do I contact FinanceForward?
FinanceForward contact info: Phone number: (410) 494-7766 Website: www.financeforward.me
What does FinanceForward do?

FinanceForward LLC is a strategic-wealth-management firm that provides a range of services including investment strategies, insurance services, personal planning, women's financial services, and corporate benefits. The firm is dedicated to guiding clients at any stage of their financial journey to build a strong financial foundation. With over 75 y... ears of combined experience, FinanceForward focuses on helping clients achieve financial independence. Their target clients include individuals seeking personal financial planning and corporations looking for employee benefits solutions.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.