Sobitz Financial Group

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

3500 Massillon Rd Ste 490, Green, Ohio, ...

Phone Number

(330) 896-9575

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
1
1
1
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1

About Sobitz Financial Group

Since 1979, the advisors at our firm have provided wealth management, retirement planning, income tax planning and estate planning solutions to individuals and families. We specialize in helping you navigate your financial planning journey by developing sound retirement strategies. We offer personalized, hands-on service to educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. Our advisors focus on money management, as well as other issues that are critical to your financial well-being. Our firm was built on integrity, trust and relationships with our clients. As our client, we strive to know every aspect of your financial journey and provide solutions to meet your financial goals and aspirations. Advisory services offered through Capital Analysts or Lincoln Investment, ReRead more
Sobitz Financial Group's Social MediaPopular SearchesSobitz Financial GroupSobitz & CoSobitz Financial Group LLCSobitz & Co IncSIC Code 62,628NAICS Code 52,523Show more

Sobitz Financial Group Org Chart

PhoneEmail
JS
United States flag for contact location.

Managing Partner

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sobitz Financial Group

<$5M
1-10
Private
-
1979
JS
Joshua SobitzManaging Partner
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sobitz Financial Group Tech Stack

A closer look at the technologies used by Sobitz Financial Group

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Frequently Asked Questions Regarding Sobitz Financial Group

What is Sobitz Financial Group's official website?
Sobitz Financial Group's official website is www.sobitzfinancial.net
What is Sobitz Financial Group's Revenue?
Sobitz Financial Group's revenue is <$5 Million
What is Sobitz Financial Group's SIC code?
Sobitz Financial Group's SIC: 62,628
What is Sobitz Financial Group's NAICS code?
Sobitz Financial Group's NAICS: 52,523
How many employees does Sobitz Financial Group have?
Sobitz Financial Group has 1-10 employees
What industry does Sobitz Financial Group belong to?
Sobitz Financial Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Sobitz Financial Group competition?
Sobitz Financial Group top competitors include: Ratcliff Financial Services, Waterford Advisors, Gerson Wealth Management, Sterling Total Wealth Solutions
What technology does Sobitz Financial Group use?
Some of the popular technologies that Sobitz Financial Group uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact Sobitz Financial Group?
Sobitz Financial Group contact info: Phone number: (330) 896-9575 Website: www.sobitzfinancial.net
What does Sobitz Financial Group do?

Since 1979, the advisors at our firm have provided wealth management, retirement planning, income tax planning and estate planning solutions to individuals and families. We specialize in helping you navigate your financial planning journey by developing sound retirement strategies. We offer personalized, hands-on service to educate our clients abou... t financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. Our advisors focus on money management, as well as other issues that are critical to your financial well-being. Our firm was built on integrity, trust and relationships with our clients. As our client, we strive to know every aspect of your financial journey and provide solutions to meet your financial goals and aspirations. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com. Sobitz Financial Group and the above firms are independent and non-affiliated.Read More

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

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