G&O Financial

Finance · 1-10 Employees

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Overview

Phone Number

(727) 342-1042

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
1
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About G&O Financial

G&O Financial is an investment advisory firm that specializes in creating customized investment portfolio solutions. They offer services in investment management and consulting, catering to clients seeking tailored investment strategies. The firm is led by Clayton Kreis, a CPA/PFS, who brings expertise to the investment management process. Their primary focus is on providing personalized investment solutions to meet the unique needs of their clients.Explore more
G&O Financial's Social MediaPopular SearchesG&O FinancialG & O Financial Services IncCreative Financial StaffingO Financial Services IncCreative Financial Staffing of Tampa LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

G&O Financial

<$5M
1-10
Private
-
1998
N/A
$8.6M
11-50
Private
-
1984
TM
Thomas MorganChief Operating Officer, Cco, Gc
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
<$5M
11-50
Private
-
2015
TS
Timothy SmithCEO & Founder
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

G&O Financial Tech Stack

A closer look at the technologies used by G&O Financial

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Frequently Asked Questions Regarding G&O Financial

What is G&O Financial's official website?
G&O Financial's official website is www.gofinancialwealth.com
What is G&O Financial's Revenue?
G&O Financial's revenue is <$5 Million
What is G&O Financial's SIC code?
G&O Financial's SIC: 62,628
What is G&O Financial's NAICS code?
G&O Financial's NAICS: 52,523
How many employees does G&O Financial have?
G&O Financial has 1-10 employees
What industry does G&O Financial belong to?
G&O Financial is in the industry of: Finance, Securities Trading
What is G&O Financial competition?
G&O Financial top competitors include: Greenwood Capital Associates, Jones Capital Advisors, Alternity Investment Advisors, Aurora Private Wealth
What technology does G&O Financial use?
Some of the popular technologies that G&O Financial uses are: WordPress.org, Joomla, reCAPTCHA, PHP
How do I contact G&O Financial?
G&O Financial contact info: Phone number: (727) 342-1042 Website: www.gofinancialwealth.com
What does G&O Financial do?

G&O Financial is an investment advisory firm that specializes in creating customized investment portfolio solutions. They offer services in investment management and consulting, catering to clients seeking tailored investment strategies. The firm is led by Clayton Kreis, a CPA/PFS, who brings expertise to the investment management process. Their pr... imary focus is on providing personalized investment solutions to meet the unique needs of their clients.Read More

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

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