Flaherty Financial Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

7300 State Hwy 121 Ste 300, Mc Kinney, T...

Phone Number

(253) 268-3483

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Flaherty Financial Group

Flaherty Financial Group is an independent financial services firm based in Sumner, WA, specializing in personalized retirement planning and asset preservation. They offer a comprehensive suite of financial strategies tailored to meet the unique needs and goals of their clients. The firm emphasizes a personal approach, guiding clients through the financial planning process to ensure a fulfilling retirement. Their services include retirement planning, 401(k) optimization, and legacy solutions, catering to individuals seeking to secure their financial future.Explore more
Flaherty Financial Group's Social MediaPopular SearchesFlaherty Financial GroupFlaherty & Flaherty Investments LLCFlahertyJohn C Flaherty IncSIC Code 62,628NAICS Code 52,523Show more

Flaherty Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Flaherty Financial Group

<$5M
1-10
Private
-
2005
JF
John FlahertyPresident & Founder
$5.6M
11-50
Private
-
2015
JK
Joseph KloecknerFinancial Advisor
<$5M
1-10
Private
-
2007
DC
Deborah CmarDirector, Client Services
<$5M
1-10
Private
-
-
CD
Cory DaughertyTrust Advisor and Financial Representative
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

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Low Activity

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Activity Insights

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

What does this means?

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

Flaherty Financial Group Tech Stack

A closer look at the technologies used by Flaherty Financial Group

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Frequently Asked Questions Regarding Flaherty Financial Group

What is Flaherty Financial Group's official website?
Flaherty Financial Group's official website is www.flahertyfinancialgroup.com
What is Flaherty Financial Group's Revenue?
Flaherty Financial Group's revenue is <$5 Million
What is Flaherty Financial Group's SIC code?
Flaherty Financial Group's SIC: 62,628
What is Flaherty Financial Group's NAICS code?
Flaherty Financial Group's NAICS: 52,523
How many employees does Flaherty Financial Group have?
Flaherty Financial Group has 1-10 employees
What industry does Flaherty Financial Group belong to?
Flaherty Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Flaherty Financial Group competition?
Flaherty Financial Group top competitors include: Copper Canyon Wealth Management, United Safeguard Financial Group, Total Performance Financial, Davis Wealth Management
What technology does Flaherty Financial Group use?
Some of the popular technologies that Flaherty Financial Group uses are: WordPress.org, PHP, Google Font API, Google Tag Manager
How do I contact Flaherty Financial Group?
Flaherty Financial Group contact info: Phone number: (253) 268-3483 Website: www.flahertyfinancialgroup.com
What does Flaherty Financial Group do?

Flaherty Financial Group is an independent financial services firm based in Sumner, WA, specializing in personalized retirement planning and asset preservation. They offer a comprehensive suite of financial strategies tailored to meet the unique needs and goals of their clients. The firm emphasizes a personal approach, guiding clients through the f... inancial planning process to ensure a fulfilling retirement. Their services include retirement planning, 401(k) optimization, and legacy solutions, catering to individuals seeking to secure their financial future.Read More

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

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