Severn Financial Solutions

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

2661 Riva Rd Ste 300 Ste 340, Annapolis,...

Phone Number

(410) 793-1228

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Severn Financial Solutions

Severn Financial Solutions provides comprehensive financial planning and advisory services, focusing on building long-lasting relationships with clients based on trust and confidence. The firm emphasizes a family-oriented approach to help clients achieve financial independence and make informed decisions regarding their finances. They offer customized financial plans tailored to individual situations, avoiding cookie-cutter solutions. Their intended clients include individuals seeking guidance in financial management and planning, with services provided through LPL Financial.Explore more
Severn Financial Solutions's Social MediaPopular SearchesSevern Financial SolutionsSevern Financial Solutions LLCSevern Financial CorpSevern Accounting Solutions LLCSevern FinancialSIC Code 62,628NAICS Code 52,523Show more

Severn Financial Solutions Org Chart

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Office Manager

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Event Manager

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Office Manager and Insurance Brokerage

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Executive Assistant

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Compare insights from companies similar to Severn Financial Solutions, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Severn Financial Solution...

<$5M
1-10
Private
-
2008
JL
Jacklyn LehrOffice Manager
$9.1M
11-50
Private
<$5M
1975
Diana Belger, Chief Operating Officer at FCA Corp
Diana BelgerChief Operating Officer
$5.5M
11-50
Private
-
1992
TV
Troy VogtChief Investment Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2010
DF
David FowlerWealth Advisor & Chief Financial Officer, Cpfa, Mrfc
<$5M
1-10
Private
-
2019
GP
George PitraInvestment Advisor
<$5M
1-10
Private
-
2006
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Severn Financial Solutions Tech Stack

A closer look at the technologies used by Severn Financial Solutions

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Frequently Asked Questions Regarding Severn Financial Solutions

What is Severn Financial Solutions's official website?
Severn Financial Solutions's official website is www.severnfinancial.com
What is Severn Financial Solutions's Revenue?
Severn Financial Solutions's revenue is <$5 Million
What is Severn Financial Solutions's SIC code?
Severn Financial Solutions's SIC: 62,628
What is Severn Financial Solutions's NAICS code?
Severn Financial Solutions's NAICS: 52,523
How many employees does Severn Financial Solutions have?
Severn Financial Solutions has 1-10 employees
What industry does Severn Financial Solutions belong to?
Severn Financial Solutions is in the industry of: Finance, Securities Trading
What is Severn Financial Solutions competition?
Severn Financial Solutions top competitors include: Market Street Wealth Management, Fountainhead Wealth, Destination Wealth Advisor Group, Cornerstone Financial
What companies has Severn Financial Solutions acquired?
Severn Financial Solutions has acquired the companies: Severn Savings Bank, Mid-Maryland Title
What technology does Severn Financial Solutions use?
Some of the popular technologies that Severn Financial Solutions uses are: WordPress.org, reCAPTCHA, PHP, Proofpoint
How do I contact Severn Financial Solutions?
Severn Financial Solutions contact info: Phone number: (410) 793-1228 Website: www.severnfinancial.com
What does Severn Financial Solutions do?

Severn Financial Solutions provides comprehensive financial planning and advisory services, focusing on building long-lasting relationships with clients based on trust and confidence. The firm emphasizes a family-oriented approach to help clients achieve financial independence and make informed decisions regarding their finances. They offer customi... zed financial plans tailored to individual situations, avoiding cookie-cutter solutions. Their intended clients include individuals seeking guidance in financial management and planning, with services provided through LPL Financial.Read More

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

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