Schmerling Financial Group

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

261 Old York Rd Ste 514, Jenkintown, Pen...

Phone Number

(215) 517-7540

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Schmerling Financial Group

Schmerling Financial group is a family owned and operated financial services firm. We help families, individuals and businesses develop and follow through on clear, purposeful plans to achieve their goals financial or otherwise. As an independent firm, were not driven by sales quotas or commissions; our financial plans are tailored to each clients unique needs. Securities offered through Avantax Investment Services, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.Avantaxwealthmanagement.com/social_policy/ for more information.Explore more
Schmerling Financial Group's Social MediaPopular SearchesSchmerling Financial GroupSchmerling Financial Group LLCThe Schmerling GroupFinancial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Schmerling Financial Group Org Chart

PhoneEmail
TH
United States flag for contact location.

Manager, Office Operations

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schmerling Financial Grou...

<$5M
11-50
Private
-
2000
TH
Tami HindmanManager, Office Operations
$9.1M
11-50
Private
<$5M
1975
Diana Belger, Chief Operating Officer at FCA Corp
Diana BelgerChief Operating Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
PC
Payton CollinsPresident & Wealth Advisor
<$5M
1-10
Private
-
2006
AW
Amanda WilhelmDirector, Tax
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Schmerling Financial Group Tech Stack

A closer look at the technologies used by Schmerling Financial Group

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Frequently Asked Questions Regarding Schmerling Financial Group

What is Schmerling Financial Group's official website?
Schmerling Financial Group's official website is www.sfg-planner.com
What is Schmerling Financial Group's Revenue?
Schmerling Financial Group's revenue is <$5 Million
What is Schmerling Financial Group's SIC code?
Schmerling Financial Group's SIC: 62,628
What is Schmerling Financial Group's NAICS code?
Schmerling Financial Group's NAICS: 52,523
How many employees does Schmerling Financial Group have?
Schmerling Financial Group has 11-50 employees
What industry does Schmerling Financial Group belong to?
Schmerling Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Schmerling Financial Group competition?
Schmerling Financial Group top competitors include: Fountainhead Wealth, Waterford Advisors, TPC Financial, Copper Canyon Wealth Management
What technology does Schmerling Financial Group use?
Some of the popular technologies that Schmerling Financial Group uses are: Cloudflare Website Optimization, Datadog, Google Font API, Microsoft 365
How do I contact Schmerling Financial Group?
Schmerling Financial Group contact info: Phone number: (215) 517-7540 Website: www.sfg-planner.com
What does Schmerling Financial Group do?

Schmerling Financial group is a family owned and operated financial services firm. We help families, individuals and businesses develop and follow through on clear, purposeful plans to achieve their goals financial or otherwise. As an independent firm, were not driven by sales quotas or commissions; our financial plans are tailored to each clients... unique needs. Securities offered through Avantax Investment Services, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.Avantaxwealthmanagement.com/social_policy/ for more information.Read More

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

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