Milner Financial

Finance · Canada · 1-10 Employees

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Overview

Headquarters

21 Buck St, Cobourg, Ontario, K9A 2L1, C...

Phone Number

(905) 373-0300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Milner Financial

Milner Financial specializes in helping clients achieve their financial goals through customized financial planning and strategies for estate protection and wealth accumulation. They offer a range of services including virtual, office, and phone meetings to accommodate client preferences and ensure safety. The company emphasizes the importance of client trust and provides access to an exclusive client portal for secure management of investments and documents. Their target clients include individuals at various life stages seeking to protect their loved ones and enhance their financial well-being.Explore more
Milner Financial's Social MediaPopular SearchesMilner FinancialConceptsMilnerfinancial.caMoneyconceptsSIC Code 62,628NAICS Code 52,523Show more

Milner Financial Org Chart

PhoneEmail
MC
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Vice President, Sales & Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Milner Financial

<$5M
1-10
Private
-
1989
MC
Matthew CarterVice President, Sales & Marketing
<$5M
11-50
Private
-
2015
JM
Jennifer MassieAdministrative Assistant
<$5M
11-50
Private
-
-
AP
Amy PhillipsAdministrative Assistant
<$5M
1-10
Private
-
-
AL
Ardella LittmanOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
-
EM
Elizabeth MontanoManager, Disputes
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Milner Financial Tech Stack

A closer look at the technologies used by Milner Financial

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Frequently Asked Questions Regarding Milner Financial

What is Milner Financial's official website?
Milner Financial's official website is www.milnerfinancial.ca
What is Milner Financial's Revenue?
Milner Financial's revenue is <$5 Million
What is Milner Financial's SIC code?
Milner Financial's SIC: 62,628
What is Milner Financial's NAICS code?
Milner Financial's NAICS: 52,523
How many employees does Milner Financial have?
Milner Financial has 1-10 employees
What industry does Milner Financial belong to?
Milner Financial is in the industry of: Finance, Securities Trading
What is Milner Financial competition?
Milner Financial top competitors include: John Drake, Starview Financial Advisors, Normaxx Financial Group, ClearRock Financial
What technology does Milner Financial use?
Some of the popular technologies that Milner Financial uses are: Google Font API, Microsoft Dynamics CRM, Microsoft 365, Cloudflare DNS
How do I contact Milner Financial?
Milner Financial contact info: Phone number: (905) 373-0300 Website: www.milnerfinancial.ca
What does Milner Financial do?

Milner Financial specializes in helping clients achieve their financial goals through customized financial planning and strategies for estate protection and wealth accumulation. They offer a range of services including virtual, office, and phone meetings to accommodate client preferences and ensure safety. The company emphasizes the importance of c... lient trust and provides access to an exclusive client portal for secure management of investments and documents. Their target clients include individuals at various life stages seeking to protect their loved ones and enhance their financial well-being.Read More

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

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