Silver Penny Financial

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

300 Galleria Pkwy SE Ste 900, Atlanta, G...

Phone Number

(770) 962-2082

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Silver Penny Financial

Silver Penny Financial is a premier Atlanta-based wealth advisory firm that helps its clients through the financial planning process, letting them know that money can be easy and empowering them to accomplish their life goals. We call that Return on Life (ROL). Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Silver Penny Financial Planning is not an affiliate of Lincoln Financial Advisors Corp.Explore more
Silver Penny Financial's Social MediaPopular SearchesSilver Penny Financialsilverpennyfinancial.comSilver Financial Group IncSilver Penny Financial Planning Peachtree CitySIC Code 62,628NAICS Code 52,523Show more

Silver Penny Financial Org Chart

PhoneEmail
RG
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Client Coordinator

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United States flag for contact location.

Managing Partner and Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Silver Penny Financial

<$5M
1-10
Private
-
2011
RG
Roza GrigoryevaClient Coordinator
$5.8M
11-50
Private
-
-
DR
Douglas RichmondDirector, Sagemark Consulting Private Wealth Services
<$5M
1-10
Private
-
-
HP
Heather PollackPlanning Director, Retirement
<$5M
11-50
Private
-
2009
MB
Michele BeerninkDirector, Private Wealth Services
<$5M
1-10
Private
-
-
AB
Amy BueltermanManager, Business Practice
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
OM
Owen MillerPresident & Founder
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

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

What does this means?

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

Silver Penny Financial Tech Stack

A closer look at the technologies used by Silver Penny Financial

Silver Penny Financial News & Media

  • Lincoln Financial Network Advisors Recognized in InvestmentNews’ 40 under 40

    PHILADELPHIA--(BUSINESS WIRE)--Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group (NYSE:LNC), announced today that Charlotte Geletka, managing partner of Silver Penny Financial in Atlanta, Ga., and Leyla Morgillo at Madison Financial Planning Group in Syracuse, N.Y. – both registered representatives of Lincoln Financial Advisors Corp. – are among InvestmentNews’ 40 Under 40 for 2019*. The project aims to reveal the potential in the financial advic
Read more news

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Frequently Asked Questions Regarding Silver Penny Financial

What is Silver Penny Financial's official website?
Silver Penny Financial's official website is www.silverpennyfinancial.com
What is Silver Penny Financial's Revenue?
Silver Penny Financial's revenue is <$5 Million
What is Silver Penny Financial's SIC code?
Silver Penny Financial's SIC: 62,628
What is Silver Penny Financial's NAICS code?
Silver Penny Financial's NAICS: 52,523
How many employees does Silver Penny Financial have?
Silver Penny Financial has 1-10 employees
What industry does Silver Penny Financial belong to?
Silver Penny Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Silver Penny Financial competition?
Silver Penny Financial top competitors include: Capital Financial Benefit Solutions, Beacon Financial Group, g-hadvisors.com, Hoff Bujnoch & Associates
What technology does Silver Penny Financial use?
Some of the popular technologies that Silver Penny Financial uses are: Cloudflare Website Optimization, Google Cloud DNS, Proofpoint, Google Cloud Platform
How do I contact Silver Penny Financial?
Silver Penny Financial contact info: Phone number: (770) 962-2082 Website: www.silverpennyfinancial.com
What does Silver Penny Financial do?

Silver Penny Financial is a premier Atlanta-based wealth advisory firm that helps its clients through the financial planning process, letting them know that money can be easy and empowering them to accomplish their life goals. We call that Return on Life (ROL). Securities and advisory services offered through Lincoln Financial Advisors Corp., a bro... ker/dealer and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Silver Penny Financial Planning is not an affiliate of Lincoln Financial Advisors Corp.Read More

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

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