McMahan Financial

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

420 Park St Ste 100, Belmont, North Caro...

Phone Number

(704) 865-2900

Revenue

<$5 Million

Industry

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

About McMahan Financial

McMahan Financial, LLC is an independent financial services firm dedicated to providing personalized investment and financial planning solutions. They assist clients in achieving their unique goals related to retirement, estate planning, and wealth management. The firm emphasizes building long-lasting relationships and offers a comprehensive range of services, including tax and insurance planning. Their target clients include individuals and families seeking objective financial advice to secure their financial future.Explore more
McMahan Financial's Social MediaPopular SearchesMcmahan Financial LLCChad Seigler Financial Planning IncFinancial & Tax StrategiesMcMahan & AssociatesMcmahanfinancialSIC Code 62,628NAICS Code 52,523Show more

McMahan Financial Org Chart

PhoneEmail
AM
United States flag for contact location.

Client Services Director, Operations

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McMahan Financial

<$5M
1-10
Private
-
2011
AM
Anna McMahan HouserClient Services Director, Operations
$7.2M
1-10
Private
-
2002
DD
David DedmanFinancial Planner
<$5M
11-50
Private
<$5M
-
Shane Goff, President & Financial Advisor at Goff Wealth Management
Shane GoffPresident & Financial Advisor
<$5M
1-10
Private
-
2020
LW
Leo WongTeam Member
<$5M
1-10
Private
-
2005
SW
Stephanie WalpoleManager, Client Services
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
-
Darren Jurick, Chief Executive Officer & Founder at Jurick Financial Services
Darren JurickCEO & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

McMahan Financial Tech Stack

A closer look at the technologies used by McMahan Financial

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Frequently Asked Questions Regarding McMahan Financial

What is McMahan Financial's official website?
McMahan Financial's official website is www.mcmahanfinancial.com
What is McMahan Financial's Revenue?
McMahan Financial's revenue is <$5 Million
What is McMahan Financial's SIC code?
McMahan Financial's SIC: 62,628
What is McMahan Financial's NAICS code?
McMahan Financial's NAICS: 52,523
How many employees does McMahan Financial have?
McMahan Financial has 1-10 employees
What industry does McMahan Financial belong to?
McMahan Financial is in the industry of: Finance, Insurance, Securities Trading
What is McMahan Financial competition?
McMahan Financial top competitors include: Goff Wealth Management, GRANTvest Financial Group, Lifestages Financial Services, Lexington Wealth Management
What technology does McMahan Financial use?
Some of the popular technologies that McMahan Financial uses are: Cloudflare Website Optimization, Datadog, Google Font API, Microsoft 365
How do I contact McMahan Financial?
McMahan Financial contact info: Phone number: (704) 865-2900 Website: www.mcmahanfinancial.com
What does McMahan Financial do?

McMahan Financial, LLC is an independent financial services firm dedicated to providing personalized investment and financial planning solutions. They assist clients in achieving their unique goals related to retirement, estate planning, and wealth management. The firm emphasizes building long-lasting relationships and offers a comprehensive range... of services, including tax and insurance planning. Their target clients include individuals and families seeking objective financial advice to secure their financial future.Read More

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

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