Prelude Financial
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
137 College St, Wadsworth, Ohio, 44281, ...Phone Number
(330) 331-5197Website
www.preludefinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Prelude Financial
Prelude Financial is a fee-only financial planning and investment management firm based in Wadsworth, OH, dedicated to providing unbiased advice tailored to clients' unique financial situations. They serve a diverse clientele, including entrepreneurs, pre-retirees, and retirees, helping them navigate financial planning, investment management, and tax-efficient strategies. The firm emphasizes transparency and accessibility, allowing clients to view their entire financial picture at any time. With a focus on personalized service, Prelude Financial aims to empower clients to achieve their financial goals and secure their desired future.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Prelude Financial
<$5M
1-10
Private
-
2006
N/A
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Prelude Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Prelude Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Prelude Financial.
Prelude Financial Tech Stack
A closer look at the technologies used by Prelude Financial
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Frequently Asked Questions Regarding Prelude Financial
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Prelude Financial is a fee-only financial planning and investment management firm based in Wadsworth, OH, dedicated to providing unbiased advice tailored to clients' unique financial situations. They serve a diverse clientele, including entrepreneurs, pre-retirees, and retirees, helping them navigate financial planning, investment management, and t... Read More
