OFC Wealth Management

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

35 Canoe Brook Rd, Short Hills, New Jers...

Phone Number

(973) 307-0186

Revenue

<$5 Million

Industry

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

About OFC Wealth Management

OFC Wealth Management is a team of financial planners and investment managers with over 89 years of combined expertise, dedicated to simplifying clients' lives through integrated wealth strategies. They focus on creating deep, meaningful relationships with clients, offering services such as investment management, divorce financial planning, and goals-based financial planning. As a fee-only fiduciary, they prioritize their clients' best interests and develop comprehensive financial plans tailored to individual situations. Their holistic approach aims to balance clients' lives, not just their investments.Explore more
OFC Wealth Management's Social MediaPopular SearchesOFC Wealth ManagementOFC Wealth Management LLCOFC WealthOFC Wealth Management - LLCOFC Wealth Management 36SIC Code 62,628NAICS Code 52,523Show more

OFC Wealth Management Org Chart

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EJ
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President

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JW
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President & Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

OFC Wealth Management

<$5M
1-10
Private
-
2005
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
1993
BF
Brett FryManaging Director
<$5M
1-10
Private
-
2004
David Gillespie, Founder & Managing Principal at DKG Financial
David GillespieFounder & Managing Principal
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JR
Jason RadakovichPresident, Financial & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

OFC Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

OFC Wealth Management Tech Stack

A closer look at the technologies used by OFC Wealth Management

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Frequently Asked Questions Regarding OFC Wealth Management

What is OFC Wealth Management's official website?
OFC Wealth Management's official website is www.ofcwealth.com
What is OFC Wealth Management's Revenue?
OFC Wealth Management's revenue is <$5 Million
What is OFC Wealth Management's SIC code?
OFC Wealth Management's SIC: 62,628
What is OFC Wealth Management's NAICS code?
OFC Wealth Management's NAICS: 52,523
How many employees does OFC Wealth Management have?
OFC Wealth Management has 1-10 employees
What industry does OFC Wealth Management belong to?
OFC Wealth Management is in the industry of: Finance, Securities Trading
What is OFC Wealth Management competition?
OFC Wealth Management top competitors include: Sherwood Investment Services, Forteris Wealth Management, Sterling Total Wealth Solutions, Hudson Valley Wealth Management
What technology does OFC Wealth Management use?
Some of the popular technologies that OFC Wealth Management uses are: Drupal, Microsoft Dynamics CRM, Microsoft 365, Google Tag Manager
How do I contact OFC Wealth Management?
OFC Wealth Management contact info: Phone number: (973) 307-0186 Website: www.ofcwealth.com
What does OFC Wealth Management do?

OFC Wealth Management is a team of financial planners and investment managers with over 89 years of combined expertise, dedicated to simplifying clients' lives through integrated wealth strategies. They focus on creating deep, meaningful relationships with clients, offering services such as investment management, divorce financial planning, and goa... ls-based financial planning. As a fee-only fiduciary, they prioritize their clients' best interests and develop comprehensive financial plans tailored to individual situations. Their holistic approach aims to balance clients' lives, not just their investments.Read More

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

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