Forty Financial

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

812 E Main St, Greenfield, Indiana, 4614...

Phone Number

(317) 467-2228

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Forty Financial

Forty Financial Inc. is a family-owned financial services firm based in Greenfield, IN, dedicated to providing personalized financial planning and investment counseling. They focus on creating individualized financial plans tailored to each client's unique situation, ensuring that clients receive objective advice and a broad range of investment options. Their services aim to alleviate the stress associated with retirement income planning, allowing clients to enjoy their financial journey. The company serves a diverse clientele, including both new investors and seasoned professionals, across several states.Explore more
Forty Financial's Social MediaPopular SearchesForty Financialforty financial IncClow@fortyfinancial.comFinancial IncFortyFinancialIncSIC Code 62,628NAICS Code 52,523Show more

Forty Financial Org Chart

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SC
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Financial Representative

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Registered Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Forty Financial

<$5M
1-10
Private
<$5M
1998
SC
Shane CavanaughFinancial Representative
$5M
1-10
Private
-
2014
JS
Jennifer SiefringRetirement Planning & Financial Advisor
<$5M
1-10
Private
-
2012
MR
Margo RosenOffice Manager
<$5M
1-10
Private
-
1995
Theodore Kowalchuk, President & Owner at 401K Plan Services
Theodore KowalchukPresident & Owner
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
1993
ES
Eric StevensRetirement Specialist
<$5M
1-10
Private
-
1993
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Forty Financial financials insights

Gather financial insights about Forty Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$64K

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Forty Financial Tech Stack

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Frequently Asked Questions Regarding Forty Financial

What is Forty Financial's official website?
Forty Financial's official website is www.fortyfinancial.com
What is Forty Financial's Revenue?
Forty Financial's revenue is <$5 Million
What is Forty Financial's SIC code?
Forty Financial's SIC: 62,628
What is Forty Financial's NAICS code?
Forty Financial's NAICS: 52,523
How many employees does Forty Financial have?
Forty Financial has 1-10 employees
What industry does Forty Financial belong to?
Forty Financial is in the industry of: Finance, Securities Trading
What is Forty Financial competition?
Forty Financial top competitors include: Clarity Financial Advisors, 401K Plan Services, Island Financial Planning, J S Wealth Advisors
What technology does Forty Financial use?
Some of the popular technologies that Forty Financial uses are: Proofpoint, Google Cloud Web Serving, Google Cloud Platform, GoDaddy DNS
How do I contact Forty Financial?
Forty Financial contact info: Phone number: (317) 467-2228 Website: www.fortyfinancial.com
What does Forty Financial do?

Forty Financial Inc. is a family-owned financial services firm based in Greenfield, IN, dedicated to providing personalized financial planning and investment counseling. They focus on creating individualized financial plans tailored to each client's unique situation, ensuring that clients receive objective advice and a broad range of investment opt... ions. Their services aim to alleviate the stress associated with retirement income planning, allowing clients to enjoy their financial journey. The company serves a diverse clientele, including both new investors and seasoned professionals, across several states.Read More

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

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