Financial Council

Finance · Maryland, United States · 51-200 Employees

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Overview

Headquarters

100 West Rd Ste 504, Towson, Maryland, 2...

Phone Number

(410) 821-9200

Revenue

$13.2 Million

Industry

Finance Securities Trading

About Financial Council

Financial Council is an independent wealth management firm based in Towson, MD, dedicated to helping clients achieve their retirement, investment, estate, insurance, and tax planning goals. They focus on building long-term relationships with clients through trust, transparency, and a personalized approach to wealth management. The firm prides itself on delivering world-class service and measuring success by the milestones clients achieve in their financial journeys. Their team of specialists is committed to providing tailored solutions that align with each client's unique needs and aspirations.Explore more
Financial Council's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Financial Council Org Chart

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DT
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CFP Senior Advisor - Partner, Chief Financial...

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MT
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Chief Operating Officer & Chief Operations Of...

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JG
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Partner, Chief Operating Officer

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KW
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Director, Portfolio Management

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JP
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Director, Portfolio Services

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Compare Similar Companies to Financial Council

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Council

$13.2M
51-200
Private
-
1957
DT
David TravisCFP Senior Advisor - Partner, Chief Financial Officer
$12.5M
51-200
Private
-
1984
N/A
<$5M
11-50
Private
-
2010
JB
John BrooksOwner-President
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & Lpl Financial Advisor
Illustration of an envelope

Financial Council Tech Stack

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Frequently Asked Questions Regarding Financial Council

What is Financial Council's official website?
Financial Council's official website is www.financialcouncil.com
What is Financial Council's Revenue?
Financial Council's revenue is $13.2 Million
What is Financial Council's SIC code?
Financial Council's SIC: 62,628
What is Financial Council's NAICS code?
Financial Council's NAICS: 52,523
How many employees does Financial Council have?
Financial Council has 51-200 employees
What industry does Financial Council belong to?
Financial Council is in the industry of: Finance, Securities Trading
What is Financial Council competition?
Financial Council top competitors include: Pacific Financial Partners, Resource One Advisors, Savant Investment Advisers, Mastey Financial Group
What technology does Financial Council use?
Some of the popular technologies that Financial Council uses are: DocuSign, Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN
Who is the CFO of Financial Council?
Financial Council's CFO is David Travis
How do I contact Financial Council?
Financial Council contact info: Phone number: (410) 821-9200 Website: www.financialcouncil.com
What does Financial Council do?

Financial Council is an independent wealth management firm based in Towson, MD, dedicated to helping clients achieve their retirement, investment, estate, insurance, and tax planning goals. They focus on building long-term relationships with clients through trust, transparency, and a personalized approach to wealth management. The firm prides itsel... f on delivering world-class service and measuring success by the milestones clients achieve in their financial journeys. Their team of specialists is committed to providing tailored solutions that align with each client's unique needs and aspirations.Read More

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

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