Geauga Financial Advisors

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

14606 W Park St, Burton, Ohio, 44021, Un...

Phone Number

(440) 834-1133

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
2

About Geauga Financial Advisors

Geauga Financial Advisors is an independent financial advisory firm located in Geauga County, Ohio, dedicated to providing personalized financial advice to help clients achieve their unique financial goals. They specialize in managing 401K, ESOP, and IRA accounts, and focus on building and protecting clients' income during their working years while developing a distribution plan for retirement. The firm has been serving the community since 2011 and emphasizes a tailored approach to financial planning, treating clients as family and community members. Their team is actively involved in local organizations, reflecting their commitment to the Geauga County community.Explore more
Geauga Financial Advisors's Social MediaPopular SearchesGeauga Financial AdvisorsGeagua Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Geauga Financial Advisors Org Chart

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SM
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Geauga Financial Advisors

<$5M
1-10
Private
-
1985
SM
Stuart MillerChief Investment Officer
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$6M
11-50
Private
<$5M
1995
TR
Toni RabrokerChief Operating Officer
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2009
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Geauga Financial Advisors Tech Stack

A closer look at the technologies used by Geauga Financial Advisors

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Frequently Asked Questions Regarding Geauga Financial Advisors

What is Geauga Financial Advisors's official website?
Geauga Financial Advisors's official website is www.geaugafinancialadvisors.com
What is Geauga Financial Advisors's Revenue?
Geauga Financial Advisors's revenue is <$5 Million
What is Geauga Financial Advisors's SIC code?
Geauga Financial Advisors's SIC: 62,628
What is Geauga Financial Advisors's NAICS code?
Geauga Financial Advisors's NAICS: 52,523
How many employees does Geauga Financial Advisors have?
Geauga Financial Advisors has 1-10 employees
What industry does Geauga Financial Advisors belong to?
Geauga Financial Advisors is in the industry of: Finance, Securities Trading
What is Geauga Financial Advisors competition?
Geauga Financial Advisors top competitors include: Sterling Total Wealth Solutions, Tru Financial Strategies, Trinity Wealth Management, Highsmith Financial Planning
What technology does Geauga Financial Advisors use?
Some of the popular technologies that Geauga Financial Advisors uses are: Cloudflare Website Optimization, Sentry, Microsoft 365, F5 BIG-IP Platform
How do I contact Geauga Financial Advisors?
Geauga Financial Advisors contact info: Phone number: (440) 834-1133 Website: www.geaugafinancialadvisors.com
What does Geauga Financial Advisors do?

Geauga Financial Advisors is an independent financial advisory firm located in Geauga County, Ohio, dedicated to providing personalized financial advice to help clients achieve their unique financial goals. They specialize in managing 401K, ESOP, and IRA accounts, and focus on building and protecting clients' income during their working years while... developing a distribution plan for retirement. The firm has been serving the community since 2011 and emphasizes a tailored approach to financial planning, treating clients as family and community members. Their team is actively involved in local organizations, reflecting their commitment to the Geauga County community.Read More

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

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