Smart Financial Group

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

606 Liberty Ave Fl 3, Pittsburgh, Pennsy...

Phone Number

(412) 537-9600

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Smart Financial Group

Smart Financial Group, LLC is an independent, privately-owned, fee-based registered investment advisor based in Pittsburgh, Pennsylvania. The firm specializes in financial and insurance services, focusing on helping clients improve their quality of life through tailored strategies in protection, savings, and growth. Their services include retirement strategy, income planning, life insurance, Medicare, and social security guidance, aimed at providing clients with confidence and clarity in their financial futures. They cater primarily to individuals and families seeking comprehensive retirement planning and financial advice.Explore more
Popular SearchesSMART Financial Group LLCGradient InvestmentsThe SMART Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Smart Financial Group Org Chart

PhoneEmail
DN
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President & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Smart Financial Group

<$5M
11-50
Private
-
-
DN
Djuliarto NgPresident & Founder
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2014
WR
William RudolphsenChief Financial Officer
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MP
Michelle PikePrincipal, Financial Planner
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

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

What does this means?

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

Smart Financial Group Tech Stack

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Frequently Asked Questions Regarding Smart Financial Group

What is Smart Financial Group's official website?
Smart Financial Group's official website is www.financialadvisorforlife.com
What is Smart Financial Group's Revenue?
Smart Financial Group's revenue is <$5 Million
What is Smart Financial Group's SIC code?
Smart Financial Group's SIC: 62,628
What is Smart Financial Group's NAICS code?
Smart Financial Group's NAICS: 52,523
How many employees does Smart Financial Group have?
Smart Financial Group has 11-50 employees
What industry does Smart Financial Group belong to?
Smart Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Smart Financial Group competition?
Smart Financial Group top competitors include: Full Circle Wealth Strategies, Holliger Financial Consultants, Sterling Total Wealth Solutions, Kassouf Wealth Advisors
What technology does Smart Financial Group use?
Some of the popular technologies that Smart Financial Group uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Smart Financial Group?
Smart Financial Group contact info: Phone number: (412) 537-9600 Website: www.financialadvisorforlife.com
What does Smart Financial Group do?

Smart Financial Group, LLC is an independent, privately-owned, fee-based registered investment advisor based in Pittsburgh, Pennsylvania. The firm specializes in financial and insurance services, focusing on helping clients improve their quality of life through tailored strategies in protection, savings, and growth. Their services include retiremen... t strategy, income planning, life insurance, Medicare, and social security guidance, aimed at providing clients with confidence and clarity in their financial futures. They cater primarily to individuals and families seeking comprehensive retirement planning and financial advice.Read More

Is Smart Financial Group a public company?
Smart Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Smart Financial Group

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