Gragg Financial

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

9 E Marion St, Shelby, North Carolina, 2...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Gragg Financial

Gragg Financial is a financial services firm based in Shelby, NC, specializing in financial planning, investment advisory, business advisory, and regulatory compliance services. With over 50 years of experience, the firm has built strong relationships within the community and has expanded its offerings beyond traditional accounting. Led by certified public accountants Bryon and Jay Gragg, the team includes money managers, CPAs, and MBAs dedicated to helping clients make informed financial decisions. Gragg Financial aims to assist both individuals and businesses in achieving financial security and freedom.Explore more
Gragg Financial's Social MediaPopular SearchesGragg FinancialGragg & Taylor IncGragg Holdings LLCSIC Code 62,628NAICS Code 52,523Show more

Gragg Financial Org Chart

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Manager, Accounting

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Certified Public Accountant and Paralegal and...

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Managing Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gragg Financial

<$5M
11-50
Private
-
1965
MC
Melissa CrespoManager, Accounting
<$5M
1-10
Private
-
2022
N/A
<$5M
1-10
Private
-
1959
<$5M
1-10
Private
-
-
MO
Michael OttersonWealth Advisor
<$5M
1-10
Private
-
2021
CM
Christian MauserLead Wealth Advisor & Investment Strategist
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
TT
Tracy ThaiAdministration
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Gragg Financial Tech Stack

A closer look at the technologies used by Gragg Financial

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Frequently Asked Questions Regarding Gragg Financial

What is Gragg Financial's official website?
Gragg Financial's official website is www.graggfinancial.com
What is Gragg Financial's Revenue?
Gragg Financial's revenue is <$5 Million
What is Gragg Financial's SIC code?
Gragg Financial's SIC: 62,628
What is Gragg Financial's NAICS code?
Gragg Financial's NAICS: 52,523
How many employees does Gragg Financial have?
Gragg Financial has 11-50 employees
What industry does Gragg Financial belong to?
Gragg Financial is in the industry of: Finance, Securities Trading
What is Gragg Financial competition?
Gragg Financial top competitors include: Glasscock Financial, Phillip B White, ATLas Investment Advisors, Strada Wealth Advisors
What technology does Gragg Financial use?
Some of the popular technologies that Gragg Financial uses are: goo.gl, Cloudflare CDN, Constant Contact, Adobe Typekit
What does Gragg Financial do?

Gragg Financial is a financial services firm based in Shelby, NC, specializing in financial planning, investment advisory, business advisory, and regulatory compliance services. With over 50 years of experience, the firm has built strong relationships within the community and has expanded its offerings beyond traditional accounting. Led by certifie... d public accountants Bryon and Jay Gragg, the team includes money managers, CPAs, and MBAs dedicated to helping clients make informed financial decisions. Gragg Financial aims to assist both individuals and businesses in achieving financial security and freedom.Read More

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

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