OneCommonwealth Financial Group

Finance · Kentucky, United States · 11-50 Employees

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Overview

Headquarters

139 W Short St Ste 200, Lexington, Kentu...

Phone Number

(859) 971-9479

Revenue

$5.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About OneCommonwealth Financial Group

OneCommonwealth Financial Group is a Kentucky-based financial planning firm that offers personalized and comprehensive financial planning services aimed at creating financial stability and optimal outcomes for its clients. The firm employs a holistic planning process to help individuals, families, and business owners understand financial concepts and develop tailored strategies that balance growth potential with risk reduction. They pride themselves on their hands-on approach to financial guidance, focusing on helping clients achieve their goals while maintaining a disciplined approach. Their services include retirement planning, investment strategies, estate planning, insurance, tax planning, and more.Explore more
OneCommonwealth Financial Group's Social MediaPopular SearchesOnecommonwealth Financial Group LLCOneCommonwealth Financial GroupOneCommonwealth FinancialOneCommonwealth Financial Group - LLCCommonwealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

OneCommonwealth Financial Group Org Chart

PhoneEmail
JM
United States flag for contact location.

Financial Representative

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SM
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Financial Services Representative

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

OneCommonwealth Financial...

$5.8M
11-50
Private
-
2015
JM
Jason McCormickFinancial Representative
$5.9M
11-50
Private
-
2008
BT
Benjamin TealClient Service Manager & Financial Advisor
<$5M
1-10
Private
-
1995
BF
Brad FarnsworthVice President
<$5M
1-10
Private
-
2014
ET
Ema TadaDirector
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2017
NM
Nicholas McClearyPresident & Financial Advisor
<$5M
1-10
Private
-
-
TR
Tami RussoFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

OneCommonwealth Financial Group Tech Stack

A closer look at the technologies used by OneCommonwealth Financial Group

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Frequently Asked Questions Regarding OneCommonwealth Financial Group

What is OneCommonwealth Financial Group's official website?
OneCommonwealth Financial Group's official website is www.onecommonwealthfg.com
What is OneCommonwealth Financial Group's Revenue?
OneCommonwealth Financial Group's revenue is $5.8 Million
What is OneCommonwealth Financial Group's SIC code?
OneCommonwealth Financial Group's SIC: 62,628
What is OneCommonwealth Financial Group's NAICS code?
OneCommonwealth Financial Group's NAICS: 52,523
How many employees does OneCommonwealth Financial Group have?
OneCommonwealth Financial Group has 11-50 employees
What industry does OneCommonwealth Financial Group belong to?
OneCommonwealth Financial Group is in the industry of: Finance, Securities Trading
What is OneCommonwealth Financial Group competition?
OneCommonwealth Financial Group top competitors include: Castle Financial Partners, Farnsworth Financial Services, Strategic Financial Concepts, Noll Financial Services
What technology does OneCommonwealth Financial Group use?
Some of the popular technologies that OneCommonwealth Financial Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact OneCommonwealth Financial Group?
OneCommonwealth Financial Group contact info: Phone number: (859) 971-9479 Website: www.onecommonwealthfg.com
What does OneCommonwealth Financial Group do?

OneCommonwealth Financial Group is a Kentucky-based financial planning firm that offers personalized and comprehensive financial planning services aimed at creating financial stability and optimal outcomes for its clients. The firm employs a holistic planning process to help individuals, families, and business owners understand financial concepts a... nd develop tailored strategies that balance growth potential with risk reduction. They pride themselves on their hands-on approach to financial guidance, focusing on helping clients achieve their goals while maintaining a disciplined approach. Their services include retirement planning, investment strategies, estate planning, insurance, tax planning, and more.Read More

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

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