Orion Financial

Finance · West Virginia, United States · 11-50 Employees

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Overview

Headquarters

1211 Cheat Rd, Morgantown, West Virginia...

Phone Number

(304) 594-3340

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
2
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About Orion Financial

Orion Financial is a financial advisory firm specializing in retirement and investment planning for clients over the age of 50 who are in or nearing retirement. They offer personalized retirement strategies, including retirement income planning, tax planning, investment management, and insurance optimization, to help clients protect and grow their wealth. With a client-first approach, Orion Financial aims to provide clear guidance and support throughout the retirement journey. Their services are available across the United States, with a commitment to fostering community trust and recognition.Explore more
Orion Financial's Social MediaPopular SearchesOrion Financial LLCOrion FinancialOrion Financial Services IncOrion Financial IncOrion Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

Orion Financial Org Chart

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Acting Chief Executive Officer

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Manager, Client Services

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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Orion Financial

<$5M
11-50
Private
-
2001
$5M
11-50
Private
-
2014
BS
Brooke SandlinClient Support Specialist
<$5M
1-10
Private
-
1994
RC
Randy CowellFounder & CEO & Lead Wealth Strategist
<$5M
1-10
Private
-
2004
RD
Robert DixonFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
TZ
Tom ZeweTeam Member
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

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Low Activity

High Activity

Activity Insights

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

What does this means?

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

Orion Financial Tech Stack

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Orion Financial News & Media

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Frequently Asked Questions Regarding Orion Financial

What is Orion Financial's official website?
Orion Financial's official website is www.orionfin.net
What is Orion Financial's Revenue?
Orion Financial's revenue is <$5 Million
What is Orion Financial's SIC code?
Orion Financial's SIC: 62,628
What is Orion Financial's NAICS code?
Orion Financial's NAICS: 52,523
How many employees does Orion Financial have?
Orion Financial has 11-50 employees
What industry does Orion Financial belong to?
Orion Financial is in the industry of: Finance, Securities Trading
What is Orion Financial competition?
Orion Financial top competitors include: Dixon Financial Services, Shannon Sottile, Certified Financial, Wealth Management Services, InFocus Financial Strategies
What technology does Orion Financial use?
Some of the popular technologies that Orion Financial uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, Font Awesome
How do I contact Orion Financial?
Orion Financial contact info: Phone number: (304) 594-3340 Website: www.orionfin.net
What does Orion Financial do?

Orion Financial is a financial advisory firm specializing in retirement and investment planning for clients over the age of 50 who are in or nearing retirement. They offer personalized retirement strategies, including retirement income planning, tax planning, investment management, and insurance optimization, to help clients protect and grow their... wealth. With a client-first approach, Orion Financial aims to provide clear guidance and support throughout the retirement journey. Their services are available across the United States, with a commitment to fostering community trust and recognition.Read More

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

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