forgefinancial.com

Finance · Oklahoma, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

2901 S Bryant Ave, Edmond, Oklahoma, 730...

Revenue

$6.2 Million

Industry

Finance Securities Trading

About forgefinancial.com

Forge Financial Services specializes in investing and financial planning for retirement, emphasizing the importance of personal relationships in guiding clients towards prudent financial decisions. The firm is committed to educating and empowering clients to build lasting wealth through long-term investment strategies, utilizing faith-based principles. Their services include investment planning, relationship management, retirement planning, and insurance planning, ensuring a holistic approach to financial goals. With over 20 years of experience as a Dave Ramsey SmartVestor Pro, Forge Financial is dedicated to helping families become better financial stewards.Explore more
forgefinancial.com's Social MediaSIC Code 62,628NAICS Code 52,523Show more

forgefinancial.com Org Chart

PhoneEmail
JL
United States flag for contact location.

Client Service Manager

PhoneEmail
MB
United States flag for contact location.

Office Manager

Flame icon indicating likelihood to engage via phone.PhoneEmail
HH
United States flag for contact location.

Client Relationship Manager

Flame icon indicating likelihood to engage via phone.PhoneEmail
JB
United States flag for contact location.

Manager, Operations

Flame icon indicating likelihood to engage via phone.PhoneEmail
KF
United States flag for contact location.

Client Service Manager

Flame icon indicating likelihood to engage via phone.PhoneEmail
LB
United States flag for contact location.

Client Service Manager

Flame icon indicating likelihood to engage via phone.PhoneEmail

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

Receptionist

PhoneEmail

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

Compare Similar Companies to forgefinancial.com

Compare insights from companies similar to forgefinancial.com, 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

forgefinancial.com

$6.2M
11-50
Private
-
-
JL
Jordan LongClient Service Manager
$8.3M
11-50
Private
<$5M
1987
SH
Steven HovdePresident & CEO
<$5M
1-10
Private
-
2016
Michael Slocum, Managing Partner & Founder at Bayfield Partners
Michael SlocumManaging Partner & Founder
Illustration of an envelope

forgefinancial.com Tech Stack

A closer look at the technologies used by forgefinancial.com

Top Finance Companies

Frequently Asked Questions Regarding forgefinancial.com

What is forgefinancial.com's official website?
forgefinancial.com's official website is www.forgefinancial.com
What is forgefinancial.com's Revenue?
forgefinancial.com's revenue is $6.2 Million
What is forgefinancial.com's SIC code?
forgefinancial.com's SIC: 62,628
What is forgefinancial.com's NAICS code?
forgefinancial.com's NAICS: 52,523
How many employees does forgefinancial.com have?
forgefinancial.com has 11-50 employees
What industry does forgefinancial.com belong to?
forgefinancial.com is in the industry of: Finance, Securities Trading
What is forgefinancial.com competition?
forgefinancial.com top competitors include: Hovde Group, Bayfield Partners
What technology does forgefinancial.com use?
Some of the popular technologies that forgefinancial.com uses are: Squarespace Online Stores, Squarespace, Microsoft Dynamics 365 Business Central
What does forgefinancial.com do?

Forge Financial Services specializes in investing and financial planning for retirement, emphasizing the importance of personal relationships in guiding clients towards prudent financial decisions. The firm is committed to educating and empowering clients to build lasting wealth through long-term investment strategies, utilizing faith-based princip... les. Their services include investment planning, relationship management, retirement planning, and insurance planning, ensuring a holistic approach to financial goals. With over 20 years of experience as a Dave Ramsey SmartVestor Pro, Forge Financial is dedicated to helping families become better financial stewards.Read More

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

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.