Stoltzfus Financial

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

3220 Oakglen Ct, Lancaster, Pennsylvania...

Phone Number

(717) 285-5043

Revenue

<$5 Million

Industry

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

Stoltzfus Financial LLC is a full-service financial practice based in Lancaster, PA, founded by Mark Stoltzfus. With over 30 years of experience, the company provides investment management and wealth planning services to individuals, business owners, farm owners, and trusts. Their offerings encompass all aspects of wealth management, including saving and wealth accumulation, education funding, retirement planning, and estate and legacy planning. The firm aims to assist clients in navigating their financial journeys and achieving their unique lifestyle and business goals.Explore more
Stoltzfus Financial's Social MediaPopular SearchesStoltzfus Financial LLCStoltzfus Financial GroupStollzfus Financial GroupStoltzfus Financial OurStoltzfusfinancialSIC Code 62,628NAICS Code 52,523Show more

Stoltzfus Financial Org Chart

PhoneEmail
MS
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Financial Advisor & Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stoltzfus Financial

<$5M
1-10
Private
<$5M
2017
MS
Marcus StoltzfusFinancial Advisor & Owner
<$5M
1-10
Private
-
2016
KB
Kelcie BenjaminRegistered Administrative Assistant
<$5M
1-10
Private
-
2012
MR
Mary RobrechtOffice Manager
<$5M
1-10
Private
-
2016
JZ
Joshua ZillmerPresident & CEO, Registered & Investment Representative & Advisor & Representative
<$5M
1-10
Private
-
1998
SM
Sally MillerExecutive Assistant
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Stoltzfus Financial financials insights

Gather financial insights about Stoltzfus Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$13K

See All Stoltzfus Financial's Financials Insights

Stoltzfus Financial Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Stoltzfus Financial

What is Stoltzfus Financial's official website?
Stoltzfus Financial's official website is www.stoltzfusfinancial.com
What is Stoltzfus Financial's Revenue?
Stoltzfus Financial's revenue is <$5 Million
What is Stoltzfus Financial's SIC code?
Stoltzfus Financial's SIC: 62,628
What is Stoltzfus Financial's NAICS code?
Stoltzfus Financial's NAICS: 52,523
How many employees does Stoltzfus Financial have?
Stoltzfus Financial has 1-10 employees
What industry does Stoltzfus Financial belong to?
Stoltzfus Financial is in the industry of: Finance, Securities Trading
What is Stoltzfus Financial competition?
Stoltzfus Financial top competitors include: aximwealthmanagement.com, GLH&C Financial Services, Reliance Wealth Management, Strategic Investment Partners
What technology does Stoltzfus Financial use?
Some of the popular technologies that Stoltzfus Financial uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, FMG Suite
How do I contact Stoltzfus Financial?
Stoltzfus Financial contact info: Phone number: (717) 285-5043 Website: www.stoltzfusfinancial.com
What does Stoltzfus Financial do?

Stoltzfus Financial LLC is a full-service financial practice based in Lancaster, PA, founded by Mark Stoltzfus. With over 30 years of experience, the company provides investment management and wealth planning services to individuals, business owners, farm owners, and trusts. Their offerings encompass all aspects of wealth management, including savi... ng and wealth accumulation, education funding, retirement planning, and estate and legacy planning. The firm aims to assist clients in navigating their financial journeys and achieving their unique lifestyle and business goals.Read More

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

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