Roland Financial

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

3910 Caughey Rd Ste 140, Erie, Pennsylva...

Phone Number

(814) 833-2999

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 Roland Financial

Roland Financial Wealth Management provides comprehensive financial planning and wealth management services, focusing on helping clients achieve their retirement goals. They cater primarily to high net worth individuals in Erie, PA, and surrounding areas, offering personalized strategies for investment, retirement income, and legacy planning. The firm emphasizes a collaborative approach, guiding clients through their financial journey and adjusting plans as needed. Their services include investment advisory, insurance products, and educational resources to empower clients in making informed financial decisions.Explore more
Roland Financial's Social MediaPopular SearchesRoland Financial LLCRoland Financial Wealth Management LLCRoland Financial Wealth ManagementRoland FinancialRolandfinancialSIC Code 62,628NAICS Code 52,523Show more

Roland Financial Org Chart

RK
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President & Chief Executive Officer

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
LH
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Chief Operating Officer

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Roland Financial

<$5M
1-10
Private
-
2008
RK
Roland KljunichPresident & CEO
<$5M
1-10
Private
-
2018
SM
Shawni MrkvickaVice President, Operations
<$5M
1-10
Private
-
2014
KM
Kimberly McCloskeyDirector, Operations
<$5M
1-10
Private
<$5M
-
N/A
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
<$5M
1-10
Private
-
2000
WR
William RolinFounder & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Roland Financial Tech Stack

A closer look at the technologies used by Roland Financial

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Frequently Asked Questions Regarding Roland Financial

What is Roland Financial's official website?
Roland Financial's official website is www.rolandfinancial.com
What is Roland Financial's Revenue?
Roland Financial's revenue is <$5 Million
What is Roland Financial's SIC code?
Roland Financial's SIC: 62,628
What is Roland Financial's NAICS code?
Roland Financial's NAICS: 52,523
How many employees does Roland Financial have?
Roland Financial has 1-10 employees
What industry does Roland Financial belong to?
Roland Financial is in the industry of: Finance, Insurance, Securities Trading
What is Roland Financial competition?
Roland Financial top competitors include: Eissman Wealth Management, Clients Excel Financial, Max Snodgrass, Palante Wealth Advisors
What technology does Roland Financial use?
Some of the popular technologies that Roland Financial uses are: WordPress.org, Cloudflare CDN, Google Font API, Microsoft 365
How do I contact Roland Financial?
Roland Financial contact info: Phone number: (814) 833-2999 Website: www.rolandfinancial.com
What does Roland Financial do?

Roland Financial Wealth Management provides comprehensive financial planning and wealth management services, focusing on helping clients achieve their retirement goals. They cater primarily to high net worth individuals in Erie, PA, and surrounding areas, offering personalized strategies for investment, retirement income, and legacy planning. The f... irm emphasizes a collaborative approach, guiding clients through their financial journey and adjusting plans as needed. Their services include investment advisory, insurance products, and educational resources to empower clients in making informed financial decisions.Read More

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

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