Maxwell Financial Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

6530 W Campus Oval Ste 320, New Albany, ...

Phone Number

(614) 431-4345

Revenue

<$5 Million

Industry

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

About Maxwell Financial Management

Maxwell Financial Management provides a range of financial services including financial planning, investment advising, retirement planning, and wealth management. They focus on building long-term relationships with clients, prioritizing their goals and aspirations over product sales. The firm emphasizes a comprehensive approach to financial planning, helping clients navigate various life milestones. Their services are designed to empower clients to take control of their financial future with transparency and integrity.Explore more
Maxwell Financial Management's Social MediaPopular SearchesMaxwell Financial ManagementMaxwell Securities IncMaxwell Financial CorpMaxwell Financial Management LLCTanue TruckingSIC Code 62,628NAICS Code 52,523Show more

Maxwell Financial Management Org Chart

AH
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President & Chief Executive Officer

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KU
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Vice President, Lpl Financial Advisor

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RD
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Director, Financial Planning

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BC
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Director, Financial Planning & Investment Res...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Maxwell Financial Managem...

<$5M
1-10
Private
-
1981
AH
Adam HillPresident & CEO
$5.2M
11-50
Private
-
1997
SM
Sol MorganDirector, Client Experience
<$5M
1-10
Private
-
1995
DK
Donald KremerPresident & Certified Financial Planner & Professional
<$5M
1-10
Private
-
2010
DF
David FowlerWealth Advisor & Chief Financial Officer, Cpfa, Mrfc
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1984
AS
Allison SchwartzManager, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Maxwell Financial Management Tech Stack

A closer look at the technologies used by Maxwell Financial Management

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Frequently Asked Questions Regarding Maxwell Financial Management

What is Maxwell Financial Management's official website?
Maxwell Financial Management's official website is www.maxwellfm.com
What is Maxwell Financial Management's Revenue?
Maxwell Financial Management's revenue is <$5 Million
What is Maxwell Financial Management's SIC code?
Maxwell Financial Management's SIC: 62,628
What is Maxwell Financial Management's NAICS code?
Maxwell Financial Management's NAICS: 52,523
How many employees does Maxwell Financial Management have?
Maxwell Financial Management has 1-10 employees
What industry does Maxwell Financial Management belong to?
Maxwell Financial Management is in the industry of: Finance, Securities Trading
What is Maxwell Financial Management competition?
Maxwell Financial Management top competitors include: Center for Wealth Management, Liberty Capital Management, edopat.com, Kremer & Associates
What technology does Maxwell Financial Management use?
Some of the popular technologies that Maxwell Financial Management uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Mailgun
How do I contact Maxwell Financial Management?
Maxwell Financial Management contact info: Phone number: (614) 431-4345 Website: www.maxwellfm.com
What does Maxwell Financial Management do?

Maxwell Financial Management provides a range of financial services including financial planning, investment advising, retirement planning, and wealth management. They focus on building long-term relationships with clients, prioritizing their goals and aspirations over product sales. The firm emphasizes a comprehensive approach to financial plannin... g, helping clients navigate various life milestones. Their services are designed to empower clients to take control of their financial future with transparency and integrity.Read More

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

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