One Seven

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

24400 Chagrin Blvd Ste 200, Beachwood, O...

Phone Number

(216) 865-1700

Revenue

<$5 Million

Industry

Finance Securities Trading

About One Seven

One Seven is a different kind of firm. In the world of wealth management where unique experiences are few and far between, the company's group came together to leave a meaningful mark. The company believes that in order to deliver true value, the company must look beyond your balance sheet to find unique solutions. In each and every relationship, the company strives to better understand your goals as a person, and help you achieve them. The company's mission, in everything the company do, is to help you become One.Explore more
One Seven's Social MediaSIC Code 62,628NAICS Code 52,523Show more

One Seven Org Chart

PhoneEmail
CB
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Financial Advisor

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HC
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Chief Executive Officer & Chen Wealth Service...

PhoneEmail
BR
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Senior Registered Client Service Associate

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EL
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Operations Associate

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MS
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Marketing & Graphic Design Specialist

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SS
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Operations Specialist

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NR
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Client & Relations Advisor & Specialist

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
ML
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Paceline Advisor

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KA
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Everglades Parkland Advisor

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MB
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Financial Advisor

PhoneEmail

PhoneEmail
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RH
United States flag for contact location.

Financial Consultant

PhoneEmail
JJ
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Retirement Income Certified Chartered Financi...

PhoneEmail

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Compare Similar Companies to One Seven

Compare insights from companies similar to One Seven, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

One Seven

<$5M
11-50
Private
-
2016
CB
Christopher BaconFinancial Advisor
$7.6M
11-50
Private
-
1962
<$5M
1-10
Private
-
2006
MD
Melody DeNaultManager, Operations
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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One Seven Tech Stack

A closer look at the technologies used by One Seven

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Frequently Asked Questions Regarding One Seven

What is One Seven's official website?
One Seven's official website is www.weareoneseven.com
What is One Seven's Revenue?
One Seven's revenue is <$5 Million
What is One Seven's SIC code?
One Seven's SIC: 62,628
What is One Seven's NAICS code?
One Seven's NAICS: 52,523
How many employees does One Seven have?
One Seven has 11-50 employees
What industry does One Seven belong to?
One Seven is in the industry of: Finance, Securities Trading
What is One Seven competition?
One Seven top competitors include: Reynolds Wealth Management, Ratcliff Financial Services, Stocker Woods Financial
What companies has One Seven acquired?
One Seven has acquired the companies: MGO
What technology does One Seven use?
Some of the popular technologies that One Seven uses are: WordPress.org, PHP, Cloudflare Website Optimization, Microsoft 365
How do I contact One Seven?
One Seven contact info: Phone number: (216) 865-1700 Website: www.weareoneseven.com
What does One Seven do?

One Seven is a different kind of firm. In the world of wealth management where unique experiences are few and far between, the company's group came together to leave a meaningful mark. The company believes that in order to deliver true value, the company must look beyond your balance sheet to find unique solutions. In each and every relationship, t... he company strives to better understand your goals as a person, and help you achieve them. The company's mission, in everything the company do, is to help you become One.Read More

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

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