Stonehaven Financial Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1111 E Commonwealth Ave Ste A, Fullerton...

Phone Number

(714) 526-3777

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Stonehaven Financial Group

As a comprehensive, independent financial services firm, Stonehaven Financial Group specializes in customizing plans for your unique tax planning, estate planning, risk management and asset management needs.Explore more
Stonehaven Financial Group's Social MediaPopular SearchesStonehaven Financial GroupOffelfinancialStonehavenFGOffel FinancialSIC Code 62,628NAICS Code 52,523Show more

Stonehaven Financial Group Org Chart

PhoneEmail
Keith Offel, President at Stonehaven Financial Group
United States flag for contact location.

President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stonehaven Financial Grou...

<$5M
1-10
Private
-
2012
Keith Offel, President at Stonehaven Financial Group
Keith OffelPresident
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
1996
MB
Michael BogsethWealth Management & Supervision Head
<$5M
1-10
Private
-
2010
JM
Julian MorrisPrincipal and Founder - Concierge Wealth Management
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2000
TH
Terry HagedornFinancial Analyst
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Stonehaven Financial Group Tech Stack

A closer look at the technologies used by Stonehaven Financial Group

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Frequently Asked Questions Regarding Stonehaven Financial Group

What is Stonehaven Financial Group's official website?
Stonehaven Financial Group's official website is www.stonehavenfinancialgroup.com
What is Stonehaven Financial Group's Revenue?
Stonehaven Financial Group's revenue is <$5 Million
What is Stonehaven Financial Group's SIC code?
Stonehaven Financial Group's SIC: 62,628
What is Stonehaven Financial Group's NAICS code?
Stonehaven Financial Group's NAICS: 52,523
How many employees does Stonehaven Financial Group have?
Stonehaven Financial Group has 1-10 employees
What industry does Stonehaven Financial Group belong to?
Stonehaven Financial Group is in the industry of: Finance, Securities Trading
What is Stonehaven Financial Group competition?
Stonehaven Financial Group top competitors include: Financial Concepts, Iron Point Financial Advisors, Vinson Financial Group, Ratcliff Financial Services
What technology does Stonehaven Financial Group use?
Some of the popular technologies that Stonehaven Financial Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Smarsh, Google Font API
How do I contact Stonehaven Financial Group?
Stonehaven Financial Group contact info: Phone number: (714) 526-3777 Website: www.stonehavenfinancialgroup.com
What does Stonehaven Financial Group do?

As a comprehensive, independent financial services firm, Stonehaven Financial Group specializes in customizing plans for your unique tax planning, estate planning, risk management and asset management needs.... Read More

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

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