McDaniel Financial Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1390 Willow Pass Rd Ste 1040, Concord, C...

Phone Number

(925) 798-8455

Revenue

<$5 Million

Industry

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

McDaniel Financial Services specializes in providing a range of financial products and services, including insurance, investments, employee benefits, and retirement planning. The firm aims to offer customized solutions to meet the financial goals of its clients, who include individuals and businesses in the Contra Costa County area. With over 30 years of experience, McDaniel Financial Services prides itself on being a trusted advisor, helping clients navigate their financial journeys with confidence. The company emphasizes the importance of having knowledgeable financial professionals to guide clients through various aspects of their financial lives.Explore more
McDaniel Financial Services's Social MediaPopular SearchesMcDaniel Financial ServicesMcDaniel Financial Services andMcDaniel, Investment LPSIC Code 62,628NAICS Code 52,523Show more

McDaniel Financial Services Org Chart

PhoneEmail
LM
United States flag for contact location.

Advisor and Insurance Agent

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McDaniel Financial Servic...

<$5M
1-10
Private
-
-
LM
Larry McDanielAdvisor and Insurance Agent
$5.1M
1-10
Private
-
1996
CF
Clark ForsterRegistered Representative CEO and Stock Broker and Agent
<$5M
1-10
Private
-
2003
KS
Kevin SchneiderAgency Owner and Director of Business Development
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2019
GB
George BarzizzaInsurance Agent
<$5M
1-10
Private
-
2010
JF
Jack FlemingPrincipal Broker and Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

McDaniel Financial Services Tech Stack

A closer look at the technologies used by McDaniel Financial Services

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Frequently Asked Questions Regarding McDaniel Financial Services

What is McDaniel Financial Services's official website?
McDaniel Financial Services's official website is www.mcdanielfinancialservices.com
What is McDaniel Financial Services's Revenue?
McDaniel Financial Services's revenue is <$5 Million
What is McDaniel Financial Services's SIC code?
McDaniel Financial Services's SIC: 62,628
What is McDaniel Financial Services's NAICS code?
McDaniel Financial Services's NAICS: 52,523
How many employees does McDaniel Financial Services have?
McDaniel Financial Services has 1-10 employees
What industry does McDaniel Financial Services belong to?
McDaniel Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is McDaniel Financial Services competition?
McDaniel Financial Services top competitors include: Comrade Financial Group, Cafaro Insurance Agency, Riskbusters Insurance, CFA Insurance
What technology does McDaniel Financial Services use?
Some of the popular technologies that McDaniel Financial Services uses are: Google Cloud Web Serving, Google Cloud Platform, GoDaddy DNS
How do I contact McDaniel Financial Services?
McDaniel Financial Services contact info: Phone number: (925) 798-8455 Website: www.mcdanielfinancialservices.com
What does McDaniel Financial Services do?

McDaniel Financial Services specializes in providing a range of financial products and services, including insurance, investments, employee benefits, and retirement planning. The firm aims to offer customized solutions to meet the financial goals of its clients, who include individuals and businesses in the Contra Costa County area. With over 30 ye... ars of experience, McDaniel Financial Services prides itself on being a trusted advisor, helping clients navigate their financial journeys with confidence. The company emphasizes the importance of having knowledgeable financial professionals to guide clients through various aspects of their financial lives.Read More

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

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