McAuley Financial Services

Finance · Canada · 1-10 Employees

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Overview

Headquarters

535 Legget Dr Ste 120, Ottawa, Ontario, ...

Phone Number

(613) 591-3900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About McAuley Financial Services

McAuley Financial Services is a financial planning firm based in Kanata, specializing in personal and group financial health. They offer services such as retirement planning, financial goal organization, and employee financial consultations. Their team of Certified Financial Planners is dedicated to understanding client challenges and providing personalized advice to help achieve financial success. The firm emphasizes a personal connection with clients, offering one-on-one meetings to ensure tailored financial guidance.Explore more
McAuley Financial Services's Social MediaPopular SearchesMCAULEY Financial ServicesMFL Financial IncMutual Funds Provided Through FundEX Investments I...Mutual Funds Provided Through FundEX Investment Se...McAuley Financial ServiceSIC Code 62,628NAICS Code 52,523Show more

McAuley Financial Services Org Chart

PhoneEmail
BH
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Financial Controller

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KO
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Mcauley Financial Services Partner

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KK
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Certified Financial Planner

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AH
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Certified Financial Planner

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Financial Advisor

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MD
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Financial Advisor

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Compare Similar Companies to McAuley Financial Services

Compare insights from companies similar to McAuley Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McAuley Financial Service...

<$5M
1-10
Private
-
1972
BH
Brian HouleFinancial Controller
<$5M
11-50
Private
-
2015
PM
Peter MarchlPartner and Certified Financial Planner
<$5M
1-10
Private
-
-
DP
David PageCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
1995
GR
Garry RoyInvestment Fund Certified Health Advisor & Specialist & Financial Advisor
<$5M
1-10
Private
-
2009
RL
Renee LedwinkaExecutive Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

McAuley Financial Services Tech Stack

A closer look at the technologies used by McAuley Financial Services

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Frequently Asked Questions Regarding McAuley Financial Services

What is McAuley Financial Services's official website?
McAuley Financial Services's official website is www.mcauleyfinancial.com
What is McAuley Financial Services's Revenue?
McAuley Financial Services's revenue is <$5 Million
What is McAuley Financial Services's SIC code?
McAuley Financial Services's SIC: 62,628
What is McAuley Financial Services's NAICS code?
McAuley Financial Services's NAICS: 52,523
How many employees does McAuley Financial Services have?
McAuley Financial Services has 1-10 employees
What industry does McAuley Financial Services belong to?
McAuley Financial Services is in the industry of: Finance, Securities Trading
What is McAuley Financial Services competition?
McAuley Financial Services top competitors include: Starview Financial Advisors, RoyByrns & Associates, Kudsia Leith Sanchez, DW Page Wealth
What technology does McAuley Financial Services use?
Some of the popular technologies that McAuley Financial Services uses are: Microsoft Dynamics CRM, Microsoft 365, Microsoft Exchange Online
How do I contact McAuley Financial Services?
McAuley Financial Services contact info: Phone number: (613) 591-3900 Website: www.mcauleyfinancial.com
What does McAuley Financial Services do?

McAuley Financial Services is a financial planning firm based in Kanata, specializing in personal and group financial health. They offer services such as retirement planning, financial goal organization, and employee financial consultations. Their team of Certified Financial Planners is dedicated to understanding client challenges and providing per... sonalized advice to help achieve financial success. The firm emphasizes a personal connection with clients, offering one-on-one meetings to ensure tailored financial guidance.Read More

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

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