Metanoia Financial

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

40 E Montgomery Ave, Ardmore, Pennsylvan...

Revenue

<$5 Million

Industry

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

About Metanoia Financial

Metanoia Financial is a St. Louis-based firm offering Personal CFO services focused on retirement income planning, tax strategy, and investment stewardship for clients nationwide. They aim to alleviate the stress of financial decision-making, helping families create comprehensive financial life plans that ensure security and legacy. Their services include investment management, estate planning, and proactive tax strategies, all tailored to meet the unique needs of their clients. As a fiduciary financial advisor, they prioritize their clients' best interests, fostering long-term partnerships built on trust and expertise.Explore more
Metanoia Financial's Social MediaPopular SearchesMetanoia Financial LLCMetanoia FinancialSIC Code 62,628NAICS Code 52,523Show more

Metanoia Financial Org Chart

PhoneEmail
Robert Cremins, Founder & President at Metanoia Financial
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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Metanoia Financial

<$5M
1-10
Private
-
-
Robert Cremins, Founder & President at Metanoia Financial
Robert CreminsFounder & President
<$5M
11-50
Private
<$5M
1990
KP
Kerry PoormanDirector, Operations
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2006
N/A
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
-
-
SF
Scott FloersheimOwner and Advisor
<$5M
1-10
Private
-
2016
MS
Matthew SeppanenFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Metanoia Financial Tech Stack

A closer look at the technologies used by Metanoia Financial

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Frequently Asked Questions Regarding Metanoia Financial

What is Metanoia Financial's official website?
Metanoia Financial's official website is www.metanoiafinancial.com
What is Metanoia Financial's Revenue?
Metanoia Financial's revenue is <$5 Million
What is Metanoia Financial's SIC code?
Metanoia Financial's SIC: 62,628
What is Metanoia Financial's NAICS code?
Metanoia Financial's NAICS: 52,523
How many employees does Metanoia Financial have?
Metanoia Financial has 1-10 employees
What industry does Metanoia Financial belong to?
Metanoia Financial is in the industry of: Finance, Securities Trading
What is Metanoia Financial competition?
Metanoia Financial top competitors include: Newpark Wealth Management, Bollin Wealth Management, Sharkey Howes & Javer, Meridian Wealth Advisors
What technology does Metanoia Financial use?
Some of the popular technologies that Metanoia Financial uses are: WooCommerce, WordPress.org, PHP, Google Tag Manager
What does Metanoia Financial do?

Metanoia Financial is a St. Louis-based firm offering Personal CFO services focused on retirement income planning, tax strategy, and investment stewardship for clients nationwide. They aim to alleviate the stress of financial decision-making, helping families create comprehensive financial life plans that ensure security and legacy. Their services... include investment management, estate planning, and proactive tax strategies, all tailored to meet the unique needs of their clients. As a fiduciary financial advisor, they prioritize their clients' best interests, fostering long-term partnerships built on trust and expertise.Read More

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

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