Gettings Reed Financial

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

672 Main St Ste 300, Lafayette, Indiana,...

Phone Number

(765) 742-7366

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
May
Jun
ZI Rank
1
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1
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About Gettings Reed Financial

Gettings Reed Financial is a comprehensive wealth management firm that provides investment services to individuals and families, focusing on retirement, estate, and insurance planning. As an independent Registered Investment Advisory firm, they prioritize building trust and understanding their clients' unique financial goals. Their services include portfolio management, charitable giving, 401(k) consulting, retirement and estate planning, tax planning, and education funding. With over 40 years of combined experience, they are committed to acting in their clients' best interests and helping them achieve their financial aspirations.Explore more
Gettings Reed Financial's Social MediaPopular SearchesGettings Reed FinancialGettings Reed Financial Services LLCGettingsBCGM Wealth Management LLCGettings ReedSIC Code 62,628NAICS Code 52,523Show more

Gettings Reed Financial Org Chart

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SM
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gettings Reed Financial

<$5M
1-10
Private
-
1997
SM
Sherri MarcusOffice Manager
$5.6M
11-50
Private
<$5M
2012
RD
Richard DeFrancescoChief Operating Officer
$5.5M
1-10
Private
-
1980
JB
Julie BrayCertified Financial Planner & Professional
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
1998
KL
Kathleen LazorClient Relationship Manager
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

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Activity Insights

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

What does this means?

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

Gettings Reed Financial Tech Stack

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Frequently Asked Questions Regarding Gettings Reed Financial

What is Gettings Reed Financial's official website?
Gettings Reed Financial's official website is www.gettingsreed.com
What is Gettings Reed Financial's Revenue?
Gettings Reed Financial's revenue is <$5 Million
What is Gettings Reed Financial's SIC code?
Gettings Reed Financial's SIC: 62,628
What is Gettings Reed Financial's NAICS code?
Gettings Reed Financial's NAICS: 52,523
How many employees does Gettings Reed Financial have?
Gettings Reed Financial has 1-10 employees
What industry does Gettings Reed Financial belong to?
Gettings Reed Financial is in the industry of: Finance, Securities Trading
What is Gettings Reed Financial competition?
Gettings Reed Financial top competitors include: Wealth Advisory Services, Core Wealth Management, Estes Wealth Strategies, Hull Wealth Management
What technology does Gettings Reed Financial use?
Some of the popular technologies that Gettings Reed Financial uses are: Squarespace Online Stores, Proofpoint, Adobe Typekit, Microsoft 365
How do I contact Gettings Reed Financial?
Gettings Reed Financial contact info: Phone number: (765) 742-7366 Website: www.gettingsreed.com
What does Gettings Reed Financial do?

Gettings Reed Financial is a comprehensive wealth management firm that provides investment services to individuals and families, focusing on retirement, estate, and insurance planning. As an independent Registered Investment Advisory firm, they prioritize building trust and understanding their clients' unique financial goals. Their services include... portfolio management, charitable giving, 401(k) consulting, retirement and estate planning, tax planning, and education funding. With over 40 years of combined experience, they are committed to acting in their clients' best interests and helping them achieve their financial aspirations.Read More

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

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