Reed Financial Services

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

5885 Landerbrook Dr Ste 110, Cleveland, ...

Phone Number

(216) 464-2090

Revenue

$5.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Reed Financial Services

Reed Financial Services is an independent, true wealth management firm. For over 30 years, the company's team of professionals has provided specialized financial planning, disciplined investment management, and integrated wealth management in order to help you work toward maximizing your assets, enhancing your quality of life, and realizing personal and financial goals. The company works in collaboration with your trusted advisors always keeping your personal goals in mind. The company's client-centered approach together with the company's fiduciary responsibility and transparency ensures that the company works exclusively with your best interests in the forefront of all the company's activities as the company continually monitor the financial plan the company collaboratively create and employ strategies to maximize financial opportunities along the way. Disclaimer: Reed Financial Services, Inc. is a Registered Investment Advisor. Certain representatives of Reed Financial Services, IncRead more
Reed Financial Services's Social MediaPopular SearchesReed Financial Services IncReed Financial ServiceshtmlReed Financial Services IncJames Reed Financial Services IncReed FinancialSIC Code 62,628NAICS Code 52,523Show more

Reed Financial Services Org Chart

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CS
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Vice President, Client Relations

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Director, Client Relations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Reed Financial Services

$5.5M
11-50
Private
-
1998
CS
Carol SidariVice President, Client Relations
$18M
51-200
Private
<$5M
2001
<$5M
1-10
Private
-
2010
PF
Pat FairPartner, Wealth Advisor, Chief Compliance Officer, Cfp
<$5M
1-10
Private
<$5M
2016
CM
C. MavrogianisManager, Branch Operations
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
AB
Ashley BollmanLicensed Client Services Assistant
<$5M
11-50
Private
-
2014
AW
Amanda WolfeOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Reed Financial Services Tech Stack

A closer look at the technologies used by Reed Financial Services

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Frequently Asked Questions Regarding Reed Financial Services

What is Reed Financial Services's official website?
Reed Financial Services's official website is www.reed-financial.com
What is Reed Financial Services's Revenue?
Reed Financial Services's revenue is $5.5 Million
What is Reed Financial Services's SIC code?
Reed Financial Services's SIC: 62,628
What is Reed Financial Services's NAICS code?
Reed Financial Services's NAICS: 52,523
How many employees does Reed Financial Services have?
Reed Financial Services has 11-50 employees
What industry does Reed Financial Services belong to?
Reed Financial Services is in the industry of: Finance, Securities Trading
What is Reed Financial Services competition?
Reed Financial Services top competitors include: Annex Wealth Management, Focus Financial Network, Ironhorse Wealth Management, Heritage Family Offices
What technology does Reed Financial Services use?
Some of the popular technologies that Reed Financial Services uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Reed Financial Services?
Reed Financial Services contact info: Phone number: (216) 464-2090 Website: www.reed-financial.com
What does Reed Financial Services do?

Reed Financial Services is an independent, true wealth management firm. For over 30 years, the company's team of professionals has provided specialized financial planning, disciplined investment management, and integrated wealth management in order to help you work toward maximizing your assets, enhancing your quality of life, and realizing persona... l and financial goals. The company works in collaboration with your trusted advisors always keeping your personal goals in mind. The company's client-centered approach together with the company's fiduciary responsibility and transparency ensures that the company works exclusively with your best interests in the forefront of all the company's activities as the company continually monitor the financial plan the company collaboratively create and employ strategies to maximize financial opportunities along the way. Disclaimer: Reed Financial Services, Inc. is a Registered Investment Advisor. Certain representatives of Reed Financial Services, Inc. are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.Read More

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

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