Phelps Financial Group

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

1300 Ridenour Blvd NW Ste 100, Kennesaw,...

Phone Number

(678) 819-3765

Revenue

<$5 Million

Industry

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

Phelps Financial Group is an independent financial services firm that specializes in creating tailored retirement strategies for individuals using a variety of investment and insurance products. The firm aims to help clients, including families, retirees, business owners, and faith-based institutions, manage their wealth and assets to achieve their financial goals. Their services encompass retirement income strategies, wealth management, asset protection, and legacy planning. With a commitment to financial literacy and personalized service, Phelps Financial Group fosters long-lasting relationships with its clients.Explore more
Phelps Financial Group's Social MediaPopular SearchesPhelps Financial GroupPhelps Financial Group LLCPhelps Financial LLCPhelps Financial ConsultantsPhelps Financial Group - HomeSIC Code 62,628NAICS Code 52,523Show more

Phelps Financial Group Org Chart

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MA
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Phelps Financial Group

<$5M
1-10
Private
-
1984
MA
Mary AlvarezMarketing & Communications Coordinator
<$5M
11-50
Private
-
1990
<$5M
11-50
Private
-
2013
PC
Poonnasa CornChief Operating Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2007
RN
Robert NaylorFounder & Principal
<$5M
1-10
Private
-
-
GP
Garry PakozdyFiduciary Investment Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Phelps Financial Group Tech Stack

A closer look at the technologies used by Phelps Financial Group

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Frequently Asked Questions Regarding Phelps Financial Group

What is Phelps Financial Group's official website?
Phelps Financial Group's official website is www.phelpsfinancialgroup.com
What is Phelps Financial Group's Revenue?
Phelps Financial Group's revenue is <$5 Million
What is Phelps Financial Group's SIC code?
Phelps Financial Group's SIC: 62,628
What is Phelps Financial Group's NAICS code?
Phelps Financial Group's NAICS: 52,523
How many employees does Phelps Financial Group have?
Phelps Financial Group has 1-10 employees
What industry does Phelps Financial Group belong to?
Phelps Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Phelps Financial Group competition?
Phelps Financial Group top competitors include: Chadmere Capital, Compass Retirement Solutions, Copper Canyon Wealth Management, Capital Bay
What technology does Phelps Financial Group use?
Some of the popular technologies that Phelps Financial Group uses are: goo.gl, WordPress.org, PHP, Proofpoint
How do I contact Phelps Financial Group?
Phelps Financial Group contact info: Phone number: (678) 819-3765 Website: www.phelpsfinancialgroup.com
What does Phelps Financial Group do?

Phelps Financial Group is an independent financial services firm that specializes in creating tailored retirement strategies for individuals using a variety of investment and insurance products. The firm aims to help clients, including families, retirees, business owners, and faith-based institutions, manage their wealth and assets to achieve their... financial goals. Their services encompass retirement income strategies, wealth management, asset protection, and legacy planning. With a commitment to financial literacy and personalized service, Phelps Financial Group fosters long-lasting relationships with its clients.Read More

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

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