Shelgren Financial Group

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

3900 E Valley Rd Ste 202, Renton, Washin...

Phone Number

(425) 251-5910

Revenue

<$5 Million

Industry

Finance Insurance Business Services Securities Trading Project Management Accounting for Legal Practices
ZI Rank: 1
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ZI Rank
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About Shelgren Financial Group

Shelgren Financial Group is a full-service financial and tax planning consulting organization that offers a wide range of services including wealth management, life insurance, college planning, and accounting & tax services. They specialize in creating personalized financial strategies tailored to the unique needs of individuals, families, and business owners. Their team of highly trained financial representatives is dedicated to helping clients achieve their financial goals through strategic planning and diverse investment options. With a commitment to quality financial products and planning software, Shelgren Financial aims to support clients at every stage of their financial journey.Explore more
Shelgren Financial Group's Social MediaPopular SearchesShelgren Financial Group IncShelgren Financial Groupshelgrenfinancial.comMerritt Hunt Retirement Planning IncShelgren FinancialSIC Code 62,628NAICS Code 52,523Show more

Shelgren Financial Group Org Chart

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Financial Representative

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Financial Advisor

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Sales Assistant

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Registered Representative

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RD
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Financial Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shelgren Financial Group

<$5M
11-50
Private
-
1984
RW
Raylene WilsonFinancial Representative
<$5M
1-10
Private
-
-
RD
Ross DonaghayInvestment Advisor & Representative
<$5M
1-10
Private
-
2014
ET
Ema TadaDirector
<$5M
1-10
Private
-
-
GE
Greg EnglandManaging Director, Financial Advisor
<$5M
1-10
Private
-
2005
RB
Reilly BrowningBusiness Development Coordinator
<$5M
1-10
Private
-
-
CB
Christopher BarovichBusiness Partner & Managing Field & Osj Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Shelgren Financial Group Tech Stack

A closer look at the technologies used by Shelgren Financial Group

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Frequently Asked Questions Regarding Shelgren Financial Group

What is Shelgren Financial Group's official website?
Shelgren Financial Group's official website is www.shelgrenfinancial.com
What is Shelgren Financial Group's Revenue?
Shelgren Financial Group's revenue is <$5 Million
What is Shelgren Financial Group's SIC code?
Shelgren Financial Group's SIC: 62,628
What is Shelgren Financial Group's NAICS code?
Shelgren Financial Group's NAICS: 52,523
How many employees does Shelgren Financial Group have?
Shelgren Financial Group has 11-50 employees
What industry does Shelgren Financial Group belong to?
Shelgren Financial Group is in the industry of: Finance, Insurance, Business Services
What is Shelgren Financial Group competition?
Shelgren Financial Group top competitors include: FMG Suite, Camerio, Aim Wealth Partners, Reliance Wealth Management
What technology does Shelgren Financial Group use?
Some of the popular technologies that Shelgren Financial Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Microsoft 365
How do I contact Shelgren Financial Group?
Shelgren Financial Group contact info: Phone number: (425) 251-5910 Website: www.shelgrenfinancial.com
What does Shelgren Financial Group do?

Shelgren Financial Group is a full-service financial and tax planning consulting organization that offers a wide range of services including wealth management, life insurance, college planning, and accounting & tax services. They specialize in creating personalized financial strategies tailored to the unique needs of individuals, families, and busi... ness owners. Their team of highly trained financial representatives is dedicated to helping clients achieve their financial goals through strategic planning and diverse investment options. With a commitment to quality financial products and planning software, Shelgren Financial aims to support clients at every stage of their financial journey.Read More

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

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