McCall & Associates

Finance · Tennessee, United States · 1-10 Employees

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Overview

Headquarters

5217 Maryland Way Ste 401, Brentwood, Te...

Phone Number

(615) 370-4040

Revenue

<$5 Million

Industry

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

About McCall & Associates

McCall & Associates is a fee-based financial advisory firm located in Brentwood, TN, specializing in investment management, retirement solutions, and comprehensive financial planning. The firm serves a diverse clientele, including business owners, sports and entertainment professionals, multi-generational families, and high net worth individuals. Utilizing their proprietary Cornerstone Process, they create personalized wealth management strategies that align with clients' unique financial goals and values. With a commitment to ongoing support and reevaluation, McCall & Associates aims to simplify financial decision-making and enhance clients' financial confidence.Explore more
McCall & Associates's Social MediaPopular SearchesMcCall & AssociatesFirst Pulaski National CorpMccall & Associates LLCFirst National Bank BuildingMcCall & Associates at First NationalSIC Code 62,628NAICS Code 52,523Show more

McCall & Associates Org Chart

PhoneEmail
CY
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Finance Associate

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SB
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Registered, Office 931-424-2146 Client Servic...

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Financial Rjfs Managing Advisor & Partner & M...

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AM
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Managing Partner

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Certified Financial Partner & Planner & Advis...

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AC
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Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McCall & Associates

<$5M
1-10
Private
-
1988
CY
Cain YarbroughFinance Associate
<$5M
11-50
Private
-
2007
CD
Cheri DorzweilerChief Operating Officer
<$5M
1-10
Private
-
2014
Paul Allen, President and Chief Executive Officer, CFP at Wealth Strategies Partners
Paul AllenPresident and CEO, CFP
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, President & Manager, Private Wealth at Holliger Financial Consultants
Thomas HolligerPresident & Manager, Private Wealth
<$5M
11-50
Private
-
2006
CR
Celeste RauFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

McCall & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

McCall & Associates Tech Stack

A closer look at the technologies used by McCall & Associates

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Frequently Asked Questions Regarding McCall & Associates

What is McCall & Associates's official website?
McCall & Associates's official website is www.mccallandassociates.com
What is McCall & Associates's Revenue?
McCall & Associates's revenue is <$5 Million
What is McCall & Associates's SIC code?
McCall & Associates's SIC: 62,628
What is McCall & Associates's NAICS code?
McCall & Associates's NAICS: 52,523
How many employees does McCall & Associates have?
McCall & Associates has 1-10 employees
What industry does McCall & Associates belong to?
McCall & Associates is in the industry of: Finance, Securities Trading
What is McCall & Associates competition?
McCall & Associates top competitors include: Wealth Advisory Services, DDMP Investment Advisors, Pillar Wealth Management, Werth Wealth Management
What technology does McCall & Associates use?
Some of the popular technologies that McCall & Associates uses are: Google Universal Analytics, Squarespace Online Stores, Embedly, Adobe Typekit
How do I contact McCall & Associates?
McCall & Associates contact info: Phone number: (615) 370-4040 Website: www.mccallandassociates.com
What does McCall & Associates do?

McCall & Associates is a fee-based financial advisory firm located in Brentwood, TN, specializing in investment management, retirement solutions, and comprehensive financial planning. The firm serves a diverse clientele, including business owners, sports and entertainment professionals, multi-generational families, and high net worth individuals. U... tilizing their proprietary Cornerstone Process, they create personalized wealth management strategies that align with clients' unique financial goals and values. With a commitment to ongoing support and reevaluation, McCall & Associates aims to simplify financial decision-making and enhance clients' financial confidence.Read More

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

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