O'Grady & Associates

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

65b Monroe Ave, Pittsford, New York, 145...

Phone Number

(585) 641-0668

Revenue

$7.2 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About O'Grady & Associates

O'Grady & Associates, Inc. specializes in providing personalized financial services, including retirement planning, investment strategies, estate planning, insurance, and tax advice. Their team of experienced professionals focuses on understanding clients' unique needs and long-term goals to create tailored financial strategies. The company emphasizes trust, honesty, and integrity in building long-term relationships with clients. They aim to help individuals and families navigate the complexities of financial planning and achieve their financial dreams.Explore more
O'Grady & Associates's Social MediaPopular SearchesO'grady & Associates IncO'Grady & AssociatesOgrady & AssociatesGrady & AssociatesO'grady Associates LLCSIC Code 62,628NAICS Code 52,523Show more

O'Grady & Associates Org Chart

PhoneEmail
TP
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Senior Partner

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JJ
United States flag for contact location.

Licensed Financial Assistant

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

O'Grady & Associates

$7.2M
11-50
Private
-
1998
<$5M
1-10
Private
-
2008
SP
Susan PearlmanRelationship Manager
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
VL
Vance LayneLPL Registered Representative
<$5M
1-10
Private
-
2004
DA
Daniela AltuveManager, Operations
<$5M
1-10
Private
-
-
QA
Quincy AkinsFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

O'Grady & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

O'Grady & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about O'Grady & Associates.

O'Grady & Associates Tech Stack

A closer look at the technologies used by O'Grady & Associates

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Frequently Asked Questions Regarding O'Grady & Associates

What is O'Grady & Associates's official website?
O'Grady & Associates's official website is www.ogradyassociates.com
What is O'Grady & Associates's Revenue?
O'Grady & Associates's revenue is $7.2 Million
What is O'Grady & Associates's SIC code?
O'Grady & Associates's SIC: 62,628
What is O'Grady & Associates's NAICS code?
O'Grady & Associates's NAICS: 52,523
How many employees does O'Grady & Associates have?
O'Grady & Associates has 11-50 employees
What industry does O'Grady & Associates belong to?
O'Grady & Associates is in the industry of: Finance, Insurance, Securities Trading
What is O'Grady & Associates competition?
O'Grady & Associates top competitors include: Summit Wealth Management, AMF Financial Group, Summit Wealth Management, Atlantic Financial Group
What technology does O'Grady & Associates use?
Some of the popular technologies that O'Grady & Associates uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact O'Grady & Associates?
O'Grady & Associates contact info: Phone number: (585) 641-0668 Website: www.ogradyassociates.com
What does O'Grady & Associates do?

O'Grady & Associates, Inc. specializes in providing personalized financial services, including retirement planning, investment strategies, estate planning, insurance, and tax advice. Their team of experienced professionals focuses on understanding clients' unique needs and long-term goals to create tailored financial strategies. The company emphasi... zes trust, honesty, and integrity in building long-term relationships with clients. They aim to help individuals and families navigate the complexities of financial planning and achieve their financial dreams.Read More

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

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