Sorum Financial

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

2259 N State Rte 48, Lebanon, Ohio, 4503...

Phone Number

(513) 932-8731

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Sorum Financial

Sorum Financial is dedicated to guiding clients through their financial journeys by offering services such as financial planning, risk management, retirement planning, and estate planning. They prioritize building strong relationships with clients, ensuring that their unique priorities shape the financial strategies developed. The firm serves a diverse clientele, including individuals at various life stages, from young professionals to seasoned retirees. With a commitment to integrity and personalized service, Sorum Financial aims to provide comprehensive support for all aspects of financial life.Explore more
Sorum Financial's Social MediaPopular SearchesSorum FinancialSorum Fjord Horse FarmSfs1Sorum Financial ServicesSorum Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

Sorum Financial Org Chart

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MP
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System Administrator

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Area Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sorum Financial

<$5M
1-10
Private
-
2002
MP
Molek PonselSystem Administrator
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
-
SA
Scott AugustineCertified Financial Planner
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
1988
PR
Peter RobinsonAdvisor and Vice President and Tax Preparer
<$5M
1-10
Private
-
2011
JM
Jimena MontesDirector, Business Development & Sales Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sorum Financial Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Sorum Financial

What is Sorum Financial's official website?
Sorum Financial's official website is www.sorumfinancial.com
What is Sorum Financial's Revenue?
Sorum Financial's revenue is <$5 Million
What is Sorum Financial's SIC code?
Sorum Financial's SIC: 62,628
What is Sorum Financial's NAICS code?
Sorum Financial's NAICS: 52,523
How many employees does Sorum Financial have?
Sorum Financial has 1-10 employees
What industry does Sorum Financial belong to?
Sorum Financial is in the industry of: Finance, Securities Trading
What is Sorum Financial competition?
Sorum Financial top competitors include: First Financial Advisory Services, Redwood Coast Financial Partners, Fountainhead Wealth, Ratcliff Financial Services
What technology does Sorum Financial use?
Some of the popular technologies that Sorum Financial uses are: Cloudflare Website Optimization, Google Cloud DNS, Proofpoint, Google Cloud Web Serving
How do I contact Sorum Financial?
Sorum Financial contact info: Phone number: (513) 932-8731 Website: www.sorumfinancial.com
What does Sorum Financial do?

Sorum Financial is dedicated to guiding clients through their financial journeys by offering services such as financial planning, risk management, retirement planning, and estate planning. They prioritize building strong relationships with clients, ensuring that their unique priorities shape the financial strategies developed. The firm serves a div... erse clientele, including individuals at various life stages, from young professionals to seasoned retirees. With a commitment to integrity and personalized service, Sorum Financial aims to provide comprehensive support for all aspects of financial life.Read More

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

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