Holmes Group

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

200 W Lancaster Ave Ste 204, Wayne, Penn...

Phone Number

(215) 440-3630

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About Holmes Group

Estate Strategies, Inc., a Holmes Group Company, specializes in creating, managing, and sustaining financial well-being for its clients. With over 100 years of combined experience, they offer custom strategies tailored to individuals, families, professionals, and business owners. Their services encompass retirement, investment, estate planning, insurance, tax, and lifestyle management. The company is dedicated to client advocacy and aims to build, preserve, and pass on financial security.Explore more
Holmes Group's Social MediaPopular SearchesHolmes GroupEstate Strategies IncEstate StrategiesThe Holmes GroupEsi The Holmes GroupSIC Code 62,628NAICS Code 52,523Show more

Holmes Group Org Chart

PhoneEmail
JB
United States flag for contact location.

Director, Business

PhoneEmail
MH
United States flag for contact location.

Director, Client Service

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Holmes Group

<$5M
1-10
Private
-
1971
JB
Jamie BergquistDirector, Business
$10.2M
11-50
Private
-
1996
MV
Mark VujevichManaging Director and President
<$5M
1-10
Private
-
2005
MK
Matthew KeatorFinancial Representative
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
1901
AJ
Andrew JoyceInvestment Advisor & Representative & Financial Services Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Holmes Group Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Holmes Group

What is Holmes Group's official website?
Holmes Group's official website is www.esiholmes.com
What is Holmes Group's Revenue?
Holmes Group's revenue is <$5 Million
What is Holmes Group's SIC code?
Holmes Group's SIC: 62,628
What is Holmes Group's NAICS code?
Holmes Group's NAICS: 52,523
How many employees does Holmes Group have?
Holmes Group has 1-10 employees
What industry does Holmes Group belong to?
Holmes Group is in the industry of: Finance, Securities Trading
What is Holmes Group competition?
Holmes Group top competitors include: Copper Canyon Wealth Management, Cross Financial Group, Weinberg Financial Advisory, MassMutual
What technology does Holmes Group use?
Some of the popular technologies that Holmes Group uses are: Cloudflare Website Optimization, Proofpoint, Google Font API, Google Tag Manager
How do I contact Holmes Group?
Holmes Group contact info: Phone number: (215) 440-3630 Website: www.esiholmes.com
What does Holmes Group do?

Estate Strategies, Inc., a Holmes Group Company, specializes in creating, managing, and sustaining financial well-being for its clients. With over 100 years of combined experience, they offer custom strategies tailored to individuals, families, professionals, and business owners. Their services encompass retirement, investment, estate planning, ins... urance, tax, and lifestyle management. The company is dedicated to client advocacy and aims to build, preserve, and pass on financial security.Read More

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

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