Regal Financial Group
Finance · Michigan, United States · 51-200 Employees
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Overview
Headquarters
2687 44th St SE, Kentwood, Michigan, 495...Phone Number
(616) 258-5013Website
www.regalfin.comRevenue
$18.7 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
1
1
1
2
About Regal Financial Group
Regal Financial Group offers personalized financial planning services, including retirement planning, investment planning, and asset management. They aim to provide tailored financial guidance to help clients achieve their financial goals. The company serves a diverse clientele seeking expert advice on financial matters. Regal Financial Group is affiliated with Regal Investment Advisors, an SEC Registered Investment Advisor.Explore more
Regal Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Regal Financial Group
$18.7M
51-200
Private
<$5M
2000
KB
Kevin BerwaldNational Sales Manager & Vice President, Distribution
Company Profile Activity
Activity Insights
Regal Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Regal Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Regal Financial Group.
Regal Financial Group financials insights
Gather financial insights about Regal Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Regal Financial Group Tech Stack
A closer look at the technologies used by Regal Financial Group
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Most Recent Scoops
Project
A front-line source has indicated that the organization is prioritizing digital advertising efforts over the next three months.
Digital Marketing, Advertising
Project
A front-line source has indicated that the organization is focusing on recruitment initiatives within the finance and accounting department.
Recruitment
Project
A front-line source has indicated that the organization's main priority over the next three months is social media efforts to support client acquisition.
Customer Engagement, Social Media, Sales Development, Customer Service
Project
A front-line source has indicated that the organization is planning to leverage artificial intelligence (AI) within PC-based training and meeting solutions within the finance and accounting department.
Collaboration/Web Apps, Training, Machine Learning, Desktop, Unified Communications
Project
Financial Planning, Forecasting
Regal Financial Group News & Media
Regal Holdings Receives WealthManagement.com Thrive Award
KENTWOOD, Mich., Dec. 30, 2019 /PRNewswire/ -- Regal Holdings has earned the honor of being named a recipient of WealthManagement.com's Thrive Award as one of the fastest-growing advisors in America. The award recognizes advisors who are on the way up based on positive and solid revenue...
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Frequently Asked Questions Regarding Regal Financial Group
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Regal Financial Group offers personalized financial planning services, including retirement planning, investment planning, and asset management. They aim to provide tailored financial guidance to help clients achieve their financial goals. The company serves a diverse clientele seeking expert advice on financial matters. Regal Financial Group is af... Read More
