FlahertyColvin

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

577 Office Pkwy Ste A, Westerville, Ohio...

Phone Number

(614) 891-4844

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About FlahertyColvin

FlahertyColvin is a boutique independent financial consulting practice based in Westerville, OH, with over 50 years of experience in lifestyle financial consulting. They provide a comprehensive range of services including business planning, estate planning, investment strategies, and retirement planning, tailored to the unique needs of their clients. Their intended clients include business owners, families, retirees, women investors, and pre-retirees, focusing on helping them achieve their financial goals through personalized strategies. The firm prides itself on its integrity and commitment to acting in the best interest of its clients, with a team of certified financial professionals.Explore more
FlahertyColvin's Social MediaPopular SearchesFlahertyColvinSIC Code 62,628NAICS Code 52,523Show more

FlahertyColvin Org Chart

Stewart Flaherty, Chief Executive Officer at FlahertyColvin
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Chief Executive Officer

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EB
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Client Service Associate

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JI
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Financial Planning Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FlahertyColvin

<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
1994
JR
James RoseMens Team Captain
<$5M
1-10
Private
-
2012
OG
Olivia GrazziniClient Service Associate
<$5M
1-10
Private
-
1984
TC
Theresa CooperDirector, Operations & Pwm Financial, Rjfs Advisor
<$5M
1-10
Private
-
1990
Ernest Johnson, Managing Director at Ernst Financial Group
Ernest JohnsonManaging Director
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

FlahertyColvin Tech Stack

A closer look at the technologies used by FlahertyColvin

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Frequently Asked Questions Regarding FlahertyColvin

What is FlahertyColvin's official website?
FlahertyColvin's official website is www.flahertycolvin.com
What is FlahertyColvin's Revenue?
FlahertyColvin's revenue is <$5 Million
What is FlahertyColvin's SIC code?
FlahertyColvin's SIC: 62,628
What is FlahertyColvin's NAICS code?
FlahertyColvin's NAICS: 52,523
How many employees does FlahertyColvin have?
FlahertyColvin has 1-10 employees
What industry does FlahertyColvin belong to?
FlahertyColvin is in the industry of: Finance, Securities Trading
What is FlahertyColvin competition?
FlahertyColvin top competitors include: Patton Wealth Management, Ernst Financial Group, Cumberland Wealth Management, Severn Financial Advisors
What technology does FlahertyColvin use?
Some of the popular technologies that FlahertyColvin uses are: DocuSign, Drupal, reCAPTCHA, Cloudflare Website Optimization
How do I contact FlahertyColvin?
FlahertyColvin contact info: Phone number: (614) 891-4844 Website: www.flahertycolvin.com
What does FlahertyColvin do?

FlahertyColvin is a boutique independent financial consulting practice based in Westerville, OH, with over 50 years of experience in lifestyle financial consulting. They provide a comprehensive range of services including business planning, estate planning, investment strategies, and retirement planning, tailored to the unique needs of their client... s. Their intended clients include business owners, families, retirees, women investors, and pre-retirees, focusing on helping them achieve their financial goals through personalized strategies. The firm prides itself on its integrity and commitment to acting in the best interest of its clients, with a team of certified financial professionals.Read More

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

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