Ledgewood Financial

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

100 Conifer Hill Dr Ste 307, Danvers, Ma...

Phone Number

(978) 716-1372

Revenue

<$5 Million

Industry

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

Ledgewood Financial, Inc specializes in helping clients evaluate their financial and retirement goals by designing personalized strategies to meet their objectives. Located on the North Shore of Boston, the firm offers a customized approach to retirement planning, investment, estate, insurance, and tax services. Their team of advisors is committed to listening to clients' aspirations and prioritizing their goals to create tailored financial plans. They provide complimentary portfolio reviews and aim to empower clients to take control of their financial futures.Explore more
Popular SearchesLedgewood Financial IncLedgewood FinancialSIC Code 62,628NAICS Code 52,523Show more

Ledgewood Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ledgewood Financial

<$5M
1-10
Private
-
2018
GG
Gilbert GallantFinancial Advisor
$10.4M
11-50
Private
-
1995
NV
Nathan Van BortelVice President and Partner
<$5M
1-10
Private
-
2023
JP
John PotterManaging Partner, Financial Advisor
<$5M
1-10
Private
-
2007
MB
Mimi BritschgeClient Services Associate
<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
2020
DP
Damian PettaManaging Partner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Ledgewood Financial Tech Stack

A closer look at the technologies used by Ledgewood Financial

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Frequently Asked Questions Regarding Ledgewood Financial

What is Ledgewood Financial's official website?
Ledgewood Financial's official website is www.ledgewoodfinancial.com
What is Ledgewood Financial's Revenue?
Ledgewood Financial's revenue is <$5 Million
What is Ledgewood Financial's SIC code?
Ledgewood Financial's SIC: 62,628
What is Ledgewood Financial's NAICS code?
Ledgewood Financial's NAICS: 52,523
How many employees does Ledgewood Financial have?
Ledgewood Financial has 1-10 employees
What industry does Ledgewood Financial belong to?
Ledgewood Financial is in the industry of: Finance, Securities Trading
What is Ledgewood Financial competition?
Ledgewood Financial top competitors include: North Country Financial Group, Cedar Tree Financial Services, Stratton & Cote Financial, Mosaic Wealth Partners
What technology does Ledgewood Financial use?
Some of the popular technologies that Ledgewood Financial uses are: DocuSign, DigiCert, Amazon Web Hosting
How do I contact Ledgewood Financial?
Ledgewood Financial contact info: Phone number: (978) 716-1372 Website: www.ledgewoodfinancial.com
What does Ledgewood Financial do?

Ledgewood Financial, Inc specializes in helping clients evaluate their financial and retirement goals by designing personalized strategies to meet their objectives. Located on the North Shore of Boston, the firm offers a customized approach to retirement planning, investment, estate, insurance, and tax services. Their team of advisors is committed... to listening to clients' aspirations and prioritizing their goals to create tailored financial plans. They provide complimentary portfolio reviews and aim to empower clients to take control of their financial futures.Read More

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

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