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

About Onward Financial Network

Onward Financial Network, located in Fond Du Lac, WI, provides customized financial strategies and objective advice tailored to the unique needs of their clients. They serve a diverse clientele including business owners, corporate executives, families, pre-retirees, and retirees, focusing on wealth management and financial planning. Their services encompass business planning, retirement planning, investment management, and estate planning among others. The firm emphasizes a consultative approach, ensuring that clients' financial objectives are at the forefront of their strategies.Explore more
Onward Financial Network's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Onward Financial Network Org Chart

GL
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President & Chief Executive Officer

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
-
-
GL
Greg LavinPresident & CEO
<$5M
11-50
Private
-
-
MH
Monica HunsakerClient Relationship Manager
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Onward Financial Network Tech Stack

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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
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, located in Fond Du Lac, WI, provides customized financial strategies and objective advice tailored to the unique needs of their clients. They serve a diverse clientele including business owners, corporate executives, families, pre-retirees, and retirees, focusing on wealth management and financial planning. Their services... encompass business planning, retirement planning, investment management, and estate planning among others. The firm emphasizes a consultative approach, ensuring that clients' financial objectives are at the forefront of their strategies.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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