Onward Financial Network

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

7 S Main St, Fond du Lac, Wisconsin, 549...

Phone Number

(920) 273-0007

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
1
1
1
1

About Onward Financial Network

Onward Financial Network specializes in comprehensive financial planning and retirement plan services, focusing on the financial well-being of both individuals and employees. They provide personalized guidance and utilize advanced technology to simplify complex financial decisions, ensuring clients can make informed choices. Their services include tailored financial planning, risk assessment tools, and educational resources for employers and employees alike. The company is dedicated to enhancing employee wellness through effective plan design and high participation in qualified plans.Explore more
Onward Financial Network's Social MediaPopular SearchesOnward Financial NetworkGreg LavinSIC Code 62,628NAICS Code 52,523Show more

Onward Financial Network Org Chart

PhoneEmail
KM
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Vice President, Wealth Management Advisor

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JN
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Director, Wealth Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Onward Financial Network

<$5M
1-10
Private
-
-
KM
Kristen MassieVice President, Wealth Management Advisor
<$5M
11-50
Private
-
-
SJ
Savana JordanRelationship Manager
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2014
Joshua Robinson, Co-Founder & Managing Director at PR Wealth Management Group
Joshua RobinsonCo-Founder & Managing Director
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
-
MC
Michael CalzolanoManaging Member and Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Onward Financial Network Tech Stack

A closer look at the technologies used by Onward Financial Network

Top Finance Companies

Frequently Asked Questions Regarding Onward Financial Network

What is Onward Financial Network's official website?
Onward Financial Network's official website is www.onwardfn.com
What is Onward Financial Network's Revenue?
Onward Financial Network's revenue is <$5 Million
What is Onward Financial Network's SIC code?
Onward Financial Network's SIC: 62,628
What is Onward Financial Network's NAICS code?
Onward Financial Network's NAICS: 52,523
How many employees does Onward Financial Network have?
Onward Financial Network has 1-10 employees
What industry does Onward Financial Network belong to?
Onward Financial Network is in the industry of: Finance, Securities Trading
What is Onward Financial Network competition?
Onward Financial Network top competitors include: Weinberg Financial Advisory, LifeWorth Financial, Stockade Wealth Management, PR Wealth Management Group
What technology does Onward Financial Network use?
Some of the popular technologies that Onward Financial Network uses are: Ruxit, YouTube, Microsoft 365, Vimeo
How do I contact Onward Financial Network?
Onward Financial Network contact info: Phone number: (920) 273-0007 Website: www.onwardfn.com
What does Onward Financial Network do?

Onward Financial Network specializes in comprehensive financial planning and retirement plan services, focusing on the financial well-being of both individuals and employees. They provide personalized guidance and utilize advanced technology to simplify complex financial decisions, ensuring clients can make informed choices. Their services include... tailored financial planning, risk assessment tools, and educational resources for employers and employees alike. The company is dedicated to enhancing employee wellness through effective plan design and high participation in qualified plans.Read More

What are Onward Financial Network social media links?
Onward Financial Network Twitter page
Is Onward Financial Network a public company?
Onward Financial Network is private company therefore does not currently have an official ticker symbol
See more information about Onward Financial Network

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