Graef Financial Group

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

800 Westchester Ave Ste S, Rye Brook, Ne...

Phone Number

(914) 305-9020

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Graef Financial Group

Graef Financial Group specializes in providing comprehensive financial services including estate planning strategies, business owner planning, charitable giving planning, tax reduction, and investment planning. Their values-based approach focuses on helping clients preserve and protect their wealth by aligning financial strategies with personal values. The firm aims to offer clarity and focus on financial situations, setting important milestones for clients and their families. They cater to individuals and business owners seeking tailored financial solutions.Explore more
Popular SearchesGraef Financial GroupSiteQuest TechnologiesSIC Code 62,628NAICS Code 52,523Show more

Graef Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Graef Financial Group

<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
2004
<$5M
11-50
Private
<$5M
2005
MK
Mark KavoliusDirector, Marketing
<$5M
1-10
Private
-
2006
DF
Daria FullerDirector, Client Technology
<$5M
1-10
Private
-
-
CS
Colene ShermanPractice Manager and Director of Client Services
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

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Low Activity

High Activity

Activity Insights

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

What does this means?

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

Graef Financial Group Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Graef Financial Group

What is Graef Financial Group's official website?
Graef Financial Group's official website is www.graeffinancialgroup.com
What is Graef Financial Group's Revenue?
Graef Financial Group's revenue is <$5 Million
What is Graef Financial Group's SIC code?
Graef Financial Group's SIC: 62,628
What is Graef Financial Group's NAICS code?
Graef Financial Group's NAICS: 52,523
How many employees does Graef Financial Group have?
Graef Financial Group has 1-10 employees
What industry does Graef Financial Group belong to?
Graef Financial Group is in the industry of: Finance, Securities Trading
What is Graef Financial Group competition?
Graef Financial Group top competitors include: SiteQuest Technologies, Retirement Planning Group, StoneBridge Advisors, Game Plan Retirement
What technology does Graef Financial Group use?
Some of the popular technologies that Graef Financial Group uses are: Cloudflare Website Optimization, Google Tag Manager, FMG Suite, Amazon Web Hosting
How do I contact Graef Financial Group?
Graef Financial Group contact info: Phone number: (914) 305-9020 Website: www.graeffinancialgroup.com
What does Graef Financial Group do?

Graef Financial Group specializes in providing comprehensive financial services including estate planning strategies, business owner planning, charitable giving planning, tax reduction, and investment planning. Their values-based approach focuses on helping clients preserve and protect their wealth by aligning financial strategies with personal val... ues. The firm aims to offer clarity and focus on financial situations, setting important milestones for clients and their families. They cater to individuals and business owners seeking tailored financial solutions.Read More

Is Graef Financial Group a public company?
Graef Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Graef Financial Group

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