Newman & Associates

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1010 Jorie Blvd Ste 150, Oak Brook, Illi...

Phone Number

(630) 571-3280

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 Newman & Associates

Newman & Associates Ltd. is a financial advisory firm based in Oak Brook, Illinois, specializing in retirement and estate planning, life insurance, and annuities. The company aims to simplify financial planning for clients by providing personalized evaluations and strategies to manage risk and preserve wealth. They focus on building long-term relationships with clients, ensuring they are informed and comfortable with their financial decisions. Their services include guidance on debt management, retirement savings, and various financial calculators to assist clients in achieving their financial objectives.Explore more
Newman & Associates's Social MediaPopular SearchesNewman & Associates LtdSIC Code 62,628NAICS Code 52,523Show more

Newman & Associates Org Chart

PhoneEmail
KN
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Financial Professional

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Newman & Associates

<$5M
1-10
Private
<$5M
-
KN
Kevin NewmanFinancial Professional
$7.3M
11-50
Private
-
1990
JS
James SchmeichelFinancial Advisor
<$5M
11-50
Private
<$5M
-
SC
Sheila ChauFinancial Advisor
<$5M
1-10
Private
-
2015
CP
Cynthia PellegrinoFinancial Certified Financial Advisor & Planner & Owner
<$5M
1-10
Private
-
2003
MB
Melanie BratcherManager, Operations
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
Illustration of an envelope

Newman & Associates financials insights

Gather financial insights about Newman & Associates, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$23K

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Newman & Associates Tech Stack

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Frequently Asked Questions Regarding Newman & Associates

What is Newman & Associates's official website?
Newman & Associates's official website is www.newmanfinancialgroup.com
What is Newman & Associates's Revenue?
Newman & Associates's revenue is <$5 Million
What is Newman & Associates's SIC code?
Newman & Associates's SIC: 62,628
What is Newman & Associates's NAICS code?
Newman & Associates's NAICS: 52,523
How many employees does Newman & Associates have?
Newman & Associates has 1-10 employees
What industry does Newman & Associates belong to?
Newman & Associates is in the industry of: Finance, Insurance, Securities Trading
What is Newman & Associates competition?
Newman & Associates top competitors include: Copper Canyon Wealth Management, Rogers Financial Group, Investment Resources, Sheila Chau
What technology does Newman & Associates use?
Some of the popular technologies that Newman & Associates uses are: Cloudflare Website Optimization, Google Font API, Neustar UltraDNS, Microsoft 365
How do I contact Newman & Associates?
Newman & Associates contact info: Phone number: (630) 571-3280 Website: www.newmanfinancialgroup.com
What does Newman & Associates do?

Newman & Associates Ltd. is a financial advisory firm based in Oak Brook, Illinois, specializing in retirement and estate planning, life insurance, and annuities. The company aims to simplify financial planning for clients by providing personalized evaluations and strategies to manage risk and preserve wealth. They focus on building long-term relat... ionships with clients, ensuring they are informed and comfortable with their financial decisions. Their services include guidance on debt management, retirement savings, and various financial calculators to assist clients in achieving their financial objectives.Read More

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

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