Shobe Financial Group

Finance · Louisiana, United States · 11-50 Employees

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Overview

Headquarters

8280 Ymca Plaza Dr Bldg 4, Baton Rouge, ...

Phone Number

(225) 763-7010

Revenue

$11 Million

Industry

Finance Securities Trading Lending & Brokerage

About Shobe Financial Group

Carson Wealth Financial Advisors offers comprehensive wealth management, financial planning, and retirement planning services primarily to clients in Baton Rouge, Louisiana. Their services include personal financial foundations, investment management, estate planning, and business risk management. The firm is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. With a team of experienced CERTIFIED FINANCIAL PLANNER professionals, Carson Wealth focuses on understanding clients' unique aspirations to provide tailored financial solutions.Explore more
Shobe Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Shobe Financial Group Org Chart

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JP
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Manager, Relationship & Operations

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MK
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Office Manager

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CL
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Compliance Special Projects Manager

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JW
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Office Administrator

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PC
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Office Administrator

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BR
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Administrative Assistant

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Compare Similar Companies to Shobe Financial Group

Compare insights from companies similar to Shobe Financial Group, 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

Shobe Financial Group

$11M
11-50
Private
-
1983
JP
Jessica PetrilakManager, Relationship & Operations
$7.6M
11-50
Private
-
1962
<$5M
1-10
Private
-
1962
RD
Robin DrummondClient, Trinitas Wealth Management Relationship Manager
<$5M
11-50
Private
-
2013
WS
Winfield SmathersManaging Director
Illustration of an envelope

Shobe Financial Group Tech Stack

A closer look at the technologies used by Shobe Financial Group

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Frequently Asked Questions Regarding Shobe Financial Group

What is Shobe Financial Group's official website?
Shobe Financial Group's official website is www.shobe.com
What is Shobe Financial Group's Revenue?
Shobe Financial Group's revenue is $11 Million
What is Shobe Financial Group's SIC code?
Shobe Financial Group's SIC: 62,628
What is Shobe Financial Group's NAICS code?
Shobe Financial Group's NAICS: 52,523
How many employees does Shobe Financial Group have?
Shobe Financial Group has 11-50 employees
What industry does Shobe Financial Group belong to?
Shobe Financial Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Shobe Financial Group competition?
Shobe Financial Group top competitors include: Reynolds Wealth Management, Trinitas Wealth Management, Shorebridge Wealth Management
What companies has Shobe Financial Group acquired?
Shobe Financial Group has acquired the companies: Elios Financial Group, Harbor Wealth Management, Pinnacle Wealth Management, Shobe Financial Group
What technology does Shobe Financial Group use?
Some of the popular technologies that Shobe Financial Group uses are: PHP, Proofpoint, MySQL, Microsoft 365
How do I contact Shobe Financial Group?
Shobe Financial Group contact info: Phone number: (225) 763-7010 Website: www.shobe.com
What does Shobe Financial Group do?

Carson Wealth Financial Advisors offers comprehensive wealth management, financial planning, and retirement planning services primarily to clients in Baton Rouge, Louisiana. Their services include personal financial foundations, investment management, estate planning, and business risk management. The firm is dedicated to helping clients achieve th... eir financial goals through personalized strategies and expert guidance. With a team of experienced CERTIFIED FINANCIAL PLANNER professionals, Carson Wealth focuses on understanding clients' unique aspirations to provide tailored financial solutions.Read More

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

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