Grutz Financial

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

615b Milwaukee St, Delafield, Wisconsin,...

Phone Number

(262) 422-6895

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Grutz Financial

The Retirement Co, founded by Jesse Grutz in Delafield, Wisconsin, specializes in providing personalized retirement planning services to local residents. The firm focuses on helping clients make clear and confident decisions about their retirement through one-on-one guidance and a trademarked planning process. With a commitment to simplicity and honesty, The Retirement Co aims to build lasting relationships with clients, ensuring their plans evolve with changing goals and market conditions. The company serves clients primarily in southeastern Wisconsin, emphasizing a personal touch over corporate structures.Explore more
Grutz Financial's Social MediaPopular SearchesGrutz Financial LLCGrutz FinancialJesse GrutzSIC Code 62,628NAICS Code 52,523Show more

Grutz Financial Org Chart

PhoneEmail
JG
United States flag for contact location.

Founder & Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Grutz Financial

<$5M
1-10
Private
-
2017
JG
Jesse GrutzFounder & Investment Advisor & Representative
<$5M
11-50
Private
-
2010
JS
Jared SteinChief of Staff
<$5M
1-10
Private
<$5M
2004
MC
Moya CampbellVice President and Insurance Professional
<$5M
11-50
Private
-
2013
<$5M
1-10
Private
-
2002
GM
Greg MurphyClient Services Coordinator
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

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

What does this means?

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

Grutz Financial Tech Stack

A closer look at the technologies used by Grutz Financial

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Frequently Asked Questions Regarding Grutz Financial

What is Grutz Financial's official website?
Grutz Financial's official website is www.grutzfinancial.com
What is Grutz Financial's Revenue?
Grutz Financial's revenue is <$5 Million
What is Grutz Financial's SIC code?
Grutz Financial's SIC: 62,628
What is Grutz Financial's NAICS code?
Grutz Financial's NAICS: 52,523
How many employees does Grutz Financial have?
Grutz Financial has 1-10 employees
What industry does Grutz Financial belong to?
Grutz Financial is in the industry of: Finance, Securities Trading
What is Grutz Financial competition?
Grutz Financial top competitors include: McIntosh & Associates, The Holland Group, Lighthouse Financial Group, Retirement Income Planning
What technology does Grutz Financial use?
Some of the popular technologies that Grutz Financial uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Grutz Financial?
Grutz Financial contact info: Phone number: (262) 422-6895 Website: www.grutzfinancial.com
What does Grutz Financial do?

The Retirement Co, founded by Jesse Grutz in Delafield, Wisconsin, specializes in providing personalized retirement planning services to local residents. The firm focuses on helping clients make clear and confident decisions about their retirement through one-on-one guidance and a trademarked planning process. With a commitment to simplicity and ho... nesty, The Retirement Co aims to build lasting relationships with clients, ensuring their plans evolve with changing goals and market conditions. The company serves clients primarily in southeastern Wisconsin, emphasizing a personal touch over corporate structures.Read More

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

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