JCB Financial

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

110 Spangler Cir, Collegeville, Pennsylv...

Phone Number

(610) 454-0727

Revenue

<$5 Million

Industry

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

About JCB Financial

JCB Financial, Inc. is a client-focused financial services firm based in Collegeville, PA, offering a range of financial planning and investment services. The company provides tools such as calculators and resources to assist clients in managing their finances effectively. Their target clients include individuals seeking retirement planning and tax optimization strategies. JCB Financial emphasizes a value-driven and result-oriented approach to meet the financial needs of their clients.Explore more
JCB Financial's Social MediaPopular SearchesJcb Financial IncJcb IncJcb Financial Services IncJCB FinancialJcbfinancialSIC Code 62,628NAICS Code 52,523Show more

JCB Financial Org Chart

PhoneEmail
CB
United States flag for contact location.

Financial Analyst

PhoneEmail
JB
United States flag for contact location.

Comprehensive Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JCB Financial

<$5M
1-10
Private
-
2002
CB
Cristian ButricoFinancial Analyst
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
11-50
Private
-
1987
SR
Steven RichardsonFounder & President
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
2009
AH
Alexi HalavazisChief Compliance Officer & Investment Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

JCB Financial Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding JCB Financial

What is JCB Financial's official website?
JCB Financial's official website is www.jcbfinancial.com
What is JCB Financial's Revenue?
JCB Financial's revenue is <$5 Million
What is JCB Financial's SIC code?
JCB Financial's SIC: 62,628
What is JCB Financial's NAICS code?
JCB Financial's NAICS: 52,523
How many employees does JCB Financial have?
JCB Financial has 1-10 employees
What industry does JCB Financial belong to?
JCB Financial is in the industry of: Finance, Securities Trading
What is JCB Financial competition?
JCB Financial top competitors include: Weinberg Financial Advisory, Richardson Financial Services, Poulos Advisors, Foundation Wealth Advisors
What technology does JCB Financial use?
Some of the popular technologies that JCB Financial uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact JCB Financial?
JCB Financial contact info: Phone number: (610) 454-0727 Website: www.jcbfinancial.com
What does JCB Financial do?

JCB Financial, Inc. is a client-focused financial services firm based in Collegeville, PA, offering a range of financial planning and investment services. The company provides tools such as calculators and resources to assist clients in managing their finances effectively. Their target clients include individuals seeking retirement planning and tax... optimization strategies. JCB Financial emphasizes a value-driven and result-oriented approach to meet the financial needs of their clients.Read More

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

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