Scheffel Financial Services

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

143 N Kansas St, Edwardsville, Illinois,...

Phone Number

(618) 656-1207

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Scheffel Financial Services

Scheffel Financial Services, Inc. is an independent wealth management firm helping individuals, families, and business owners navigate the world of financial services. We offer a comprehensive range of portfolio, asset management, and insurance services designed to help you pursue your goals. Whether you are expanding your family, growing your business, or preparing for retirement, our objective approach allows us to serve you with your best interest in mind. Wherever you are in life, we seek to serve as your key advisor for financial guidance. Our focus is on you and your needs. As an independent firm, we are not focused on selling proprietary products or meeting quotas. Instead, we want to build long-term, trusted relationships, crafting customized strategies for you that align with your unique needs. Through our collaborative team approach, we offer objective advice and personalized recommendations from professionals with a variety of backgrounds and expertise. You won't just have oRead more
Scheffel Financial Services's Social MediaPopular SearchesScheffel Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

Scheffel Financial Services Org Chart

PhoneEmail
SB
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Scheffel Financial Servic...

<$5M
1-10
Private
-
-
SB
Stan BeltrameaWealth Advisor
<$5M
11-50
Private
-
2009
JB
Jason BrownManager, Wealth
<$5M
1-10
Private
-
1995
MG
Michael GiordanoFinancial Consultant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
-
RR
Ryan RechPresident & Financial Advisor
<$5M
1-10
Private
<$5M
1999
Ward Keever, President at Covenant Wealth Strategies
Ward KeeverPresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Scheffel Financial Services Tech Stack

A closer look at the technologies used by Scheffel Financial Services

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Frequently Asked Questions Regarding Scheffel Financial Services

What is Scheffel Financial Services's official website?
Scheffel Financial Services's official website is www.scheffelfinancial.com
What is Scheffel Financial Services's Revenue?
Scheffel Financial Services's revenue is <$5 Million
What is Scheffel Financial Services's SIC code?
Scheffel Financial Services's SIC: 62,628
What is Scheffel Financial Services's NAICS code?
Scheffel Financial Services's NAICS: 52,523
How many employees does Scheffel Financial Services have?
Scheffel Financial Services has 1-10 employees
What industry does Scheffel Financial Services belong to?
Scheffel Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Scheffel Financial Services competition?
Scheffel Financial Services top competitors include: Breakwater Wealth Management, Navesink Wealth Management, Focus Financial Network, Covenant Wealth Strategies
What technology does Scheffel Financial Services use?
Some of the popular technologies that Scheffel Financial Services uses are: Cloudflare Website Optimization, Enom DNS Hosting, Datadog, HubSpot
How do I contact Scheffel Financial Services?
Scheffel Financial Services contact info: Phone number: (618) 656-1207 Website: www.scheffelfinancial.com
What does Scheffel Financial Services do?

Scheffel Financial Services, Inc. is an independent wealth management firm helping individuals, families, and business owners navigate the world of financial services. We offer a comprehensive range of portfolio, asset management, and insurance services designed to help you pursue your goals. Whether you are expanding your family, growing your busi... ness, or preparing for retirement, our objective approach allows us to serve you with your best interest in mind. Wherever you are in life, we seek to serve as your key advisor for financial guidance. Our focus is on you and your needs. As an independent firm, we are not focused on selling proprietary products or meeting quotas. Instead, we want to build long-term, trusted relationships, crafting customized strategies for you that align with your unique needs. Through our collaborative team approach, we offer objective advice and personalized recommendations from professionals with a variety of backgrounds and expertise. You won't just have one person to turn to for guidance, you will have a team of professionals assisting you with your financial needs throughout every stage of life you may encounter. By working together, we feel we can offer a better quality service to our clients by bringing a greater variety of knowledge and experience to the table. We know you have many options when it comes to choosing a financial services firm, which is why we offer a free, no-obligation introductory consultation with prospective clients. Our team would be happy to sit down with you and go over your unique situation and how our services can assist you in planning a better future. Based in Edwardsville, Illinois, we work with clients locally in Southern Illinois and throughout the St. Louis metro area, as well as across the country. If you are unsure if we are a good fit for you or would like to learn more about how we help our clients, contact us anytime for a short introductory meeting.Read More

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

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