forgefinancial.com

Finance · Oklahoma, United States · 11-50 Employees

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Overview

Headquarters

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

Revenue

$6.2 Million

Industry

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

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 MediaPopular SearchesSIC Code 62,628NAICS Code 52,523Show more

forgefinancial.com Org Chart

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Chief Financial Officer, Financial & Cpfa Con...

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Vice President, Financial & Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

forgefinancial.com

$6.2M
11-50
Private
-
-
DB
Doug BurlesonChief Financial Officer, Financial & Cpfa Consultant
$8.3M
11-50
Private
<$5M
1987
AD
Anthony Di JohnChief Financial Officer
$6.6M
1-10
Private
-
2009
VY
Victor YangSummer Intern 2013
$5.6M
11-50
Private
-
2018
N/A
<$5M
1-10
Private
<$5M
2009
RR
Ravi RayuLeader of Deal Team
<$5M
1-10
Private
-
2016
GW
Gibbs WetherallVice President
<$5M
1-10
Private
-
2001
HT
Henry TowAssociate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

forgefinancial.com Tech Stack

A closer look at the technologies used by forgefinancial.com

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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: Lane Capital Markets, Hovde Group, Sheridan Capital Advisory, First Princeton
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
Who is the CFO of forgefinancial.com?
forgefinancial.com's CFO is Doug Burleson
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

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