Macke Financial Advisory Group

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

12699 New Brittany Blvd, Fort Myers, Flo...

Phone Number

(239) 275-1122

Revenue

<$5 Million

Industry

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

About Macke Financial Advisory Group

Macke Financial Advisory is an independent, fee-only advisory firm based in Fort Myers, FL, specializing in financial planning and investment management since 1996. They provide tailored financial strategies for high net worth households, retirees, and those looking to transfer generational wealth. The firm emphasizes a collaborative approach, ensuring personalized financial recommendations and ongoing support for their clients. Their services include foundational financial planning, investment management, and legacy planning, all aimed at helping clients achieve their financial goals.Explore more
Macke Financial Advisory Group's Social MediaPopular SearchesMacke Financial Advisory Group IncMacke Financial Advisory GroupFinancial Advisory Group IncMacke FinancialMacke Financial Advisory Group - FortSIC Code 62,628NAICS Code 52,523Show more

Macke Financial Advisory Group Org Chart

PhoneEmail
BL
United States flag for contact location.

Director, Client Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Macke Financial Advisory ...

<$5M
11-50
Private
-
1996
BL
Beth LarishDirector, Client Services
$5.1M
1-10
Private
-
2011
N/A
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2013
JB
Jonathan BeverManaging Director
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
-
NB
Nick BaileyFinancial Advisor
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Macke Financial Advisory Group Tech Stack

A closer look at the technologies used by Macke Financial Advisory Group

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Frequently Asked Questions Regarding Macke Financial Advisory Group

What is Macke Financial Advisory Group's official website?
Macke Financial Advisory Group's official website is www.mackefinancial.com
What is Macke Financial Advisory Group's Revenue?
Macke Financial Advisory Group's revenue is <$5 Million
What is Macke Financial Advisory Group's SIC code?
Macke Financial Advisory Group's SIC: 62,628
What is Macke Financial Advisory Group's NAICS code?
Macke Financial Advisory Group's NAICS: 52,523
How many employees does Macke Financial Advisory Group have?
Macke Financial Advisory Group has 11-50 employees
What industry does Macke Financial Advisory Group belong to?
Macke Financial Advisory Group is in the industry of: Finance, Securities Trading
What is Macke Financial Advisory Group competition?
Macke Financial Advisory Group top competitors include: HFG Wealth Management, Fulcrum Wealth Advisors, Sierra Pacific Financial Advisors, Ratcliff Financial Services
What technology does Macke Financial Advisory Group use?
Some of the popular technologies that Macke Financial Advisory Group uses are: Cloudflare Website Optimization, Google Cloud Web Serving, Google Cloud Platform, Datadog
How do I contact Macke Financial Advisory Group?
Macke Financial Advisory Group contact info: Phone number: (239) 275-1122 Website: www.mackefinancial.com
What does Macke Financial Advisory Group do?

Macke Financial Advisory is an independent, fee-only advisory firm based in Fort Myers, FL, specializing in financial planning and investment management since 1996. They provide tailored financial strategies for high net worth households, retirees, and those looking to transfer generational wealth. The firm emphasizes a collaborative approach, ensu... ring personalized financial recommendations and ongoing support for their clients. Their services include foundational financial planning, investment management, and legacy planning, all aimed at helping clients achieve their financial goals.Read More

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

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