McNulty Group

Finance · Canada · 11-50 Employees

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Overview

Headquarters

7050 Woodbine Ave Ste 308, Markham, Onta...

Phone Number

(905) 470-6222

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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Feb
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ZI Rank
1
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2

About McNulty Group

McNulty Group specializes in retirement planning and wealth management specifically for dentists, leveraging over 40 years of experience to provide tailored financial strategies. The firm focuses on ensuring sustainable income and capital growth for clients post-practice sale, with a collaborative approach that involves a dedicated team of experts. They offer services such as strategic income tax planning, retirement cash flow management, and practice sale guidance, aiming to maximize clients' financial security and lifestyle. With a commitment to high-quality service, McNulty Group manages $600 million in assets for 125 families, emphasizing a personalized experience for each client.Explore more
McNulty Group's Social MediaPopular SearchesMcnulty GroupMcNulty Group of Raymond James LtdMcNulty Private Capital IncMcnultygroupSIC Code 62,628NAICS Code 52,523Show more

McNulty Group Org Chart

PhoneEmail
LC
Canada flag for contact location.

Client Services Associate

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KB
Canada flag for contact location.

Client Services Specialist

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KY
Canada flag for contact location.

Manager, Wealth & Assistant

PhoneEmail
GM
Canada flag for contact location.

Financial Associate & Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McNulty Group

<$5M
11-50
Private
-
2009
LC
Lisa ClementiClient Services Associate
$5.2M
1-10
Private
-
2005
AS
Adrie ScottManager, Branch Administration & Special Projects
<$5M
1-10
Private
-
2000
AG
Andrew GilchristSenior Wealth Manager, Financial & Planner
<$5M
11-50
Private
-
2013
KK
Klaudio KalariManager, Tax
<$5M
1-10
Private
-
1988
IL
Irina LaudeAdministrative Assistant, Insurance
<$5M
1-10
Private
-
1992
BR
Bailey RyanOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

McNulty Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

McNulty Group Tech Stack

A closer look at the technologies used by McNulty Group

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Frequently Asked Questions Regarding McNulty Group

What is McNulty Group's official website?
McNulty Group's official website is www.mcnultygroup.ca
What is McNulty Group's Revenue?
McNulty Group's revenue is <$5 Million
What is McNulty Group's SIC code?
McNulty Group's SIC: 62,628
What is McNulty Group's NAICS code?
McNulty Group's NAICS: 52,523
How many employees does McNulty Group have?
McNulty Group has 11-50 employees
What industry does McNulty Group belong to?
McNulty Group is in the industry of: Finance, Securities Trading
What is McNulty Group competition?
McNulty Group top competitors include: White LeBlanc Wealth Planners, Raymond James, Dunphy Molloy & Associates, Investment Planning Counsel
What technology does McNulty Group use?
Some of the popular technologies that McNulty Group uses are: Proofpoint, Vimeo, Google Tag Manager, GoDaddy DNS
How do I contact McNulty Group?
McNulty Group contact info: Phone number: (905) 470-6222 Website: www.mcnultygroup.ca
What does McNulty Group do?

McNulty Group specializes in retirement planning and wealth management specifically for dentists, leveraging over 40 years of experience to provide tailored financial strategies. The firm focuses on ensuring sustainable income and capital growth for clients post-practice sale, with a collaborative approach that involves a dedicated team of experts.... They offer services such as strategic income tax planning, retirement cash flow management, and practice sale guidance, aiming to maximize clients' financial security and lifestyle. With a commitment to high-quality service, McNulty Group manages $600 million in assets for 125 families, emphasizing a personalized experience for each client.Read More

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

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