McCormack Financial Planning

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

5605 Glenridge Dr Ste 950, Sandy Springs...

Phone Number

(404) 236-7316

Revenue

<$5 Million

Industry

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

About McCormack Financial Planning

McCormack Financial Planning is a registered investment advisor based in Atlanta, GA, offering a range of financial services including financial planning, asset management, estate planning, and tax planning. The firm is dedicated to providing individualized and trusted investment expertise, focusing on understanding clients' unique needs and goals. Established in 1998, McCormack Financial Planning has built a reputation for sound money management and exceptional client service, fostering long-term relationships based on trust and transparency. Their target clients include individuals and closely held businesses seeking comprehensive financial solutions.Explore more
McCormack Financial Planning's Social MediaPopular SearchesMccormack Financial Planning IncMcCormack Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

McCormack Financial Planning Org Chart

PhoneEmail
JA
United States flag for contact location.

Director, Trading

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LK
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Manager, Wealth

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McCormack Financial Plann...

<$5M
11-50
Private
-
1998
JA
Jeffrey AshDirector, Trading
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
N/A
<$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

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

What does this means?

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

McCormack Financial Planning Tech Stack

A closer look at the technologies used by McCormack Financial Planning

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Frequently Asked Questions Regarding McCormack Financial Planning

What is McCormack Financial Planning's official website?
McCormack Financial Planning's official website is www.mccormackfp.com
What is McCormack Financial Planning's Revenue?
McCormack Financial Planning's revenue is <$5 Million
What is McCormack Financial Planning's SIC code?
McCormack Financial Planning's SIC: 62,628
What is McCormack Financial Planning's NAICS code?
McCormack Financial Planning's NAICS: 52,523
How many employees does McCormack Financial Planning have?
McCormack Financial Planning has 11-50 employees
What industry does McCormack Financial Planning belong to?
McCormack Financial Planning is in the industry of: Finance, Securities Trading
What is McCormack Financial Planning competition?
McCormack Financial Planning top competitors include: Poulos Advisors, Ratcliff Financial Services, Waterford Advisors, Focus Financial Network
What technology does McCormack Financial Planning use?
Some of the popular technologies that McCormack Financial Planning uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS
How do I contact McCormack Financial Planning?
McCormack Financial Planning contact info: Phone number: (404) 236-7316 Website: www.mccormackfp.com
What does McCormack Financial Planning do?

McCormack Financial Planning is a registered investment advisor based in Atlanta, GA, offering a range of financial services including financial planning, asset management, estate planning, and tax planning. The firm is dedicated to providing individualized and trusted investment expertise, focusing on understanding clients' unique needs and goals.... Established in 1998, McCormack Financial Planning has built a reputation for sound money management and exceptional client service, fostering long-term relationships based on trust and transparency. Their target clients include individuals and closely held businesses seeking comprehensive financial solutions.Read More

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

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