The Callery Group

Finance · Canada · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1032 Brock St S 200, Whitby, Ontario, L1...

Phone Number

(905) 430-7444

Revenue

<$5 Million

Industry

Finance Insurance Business Services Securities Trading Project Management
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About The Callery Group

Since 1975, we have excelled at providing integrated planning services for individuals and corporations. The Callery Group is a wholly owned Canadian insurance and financial planning organization. With our main office in Whitby, Ontario, we are perfectly poised to bring you the best of both worlds. Community Ethics, Big City Expertise! Professionally we have developed a unique, proven planning process to help ensure your financial security. We conduct our business with the utmost of ethical standards and never lose sight of our community's morals and ideals. Our qualified, professional team is truly the basis for the success of our firm - providing Employee Benefits Consulting and Financial and Estate Planning for Business Owners, Executives and Individuals. At The Callery Group we walk the talk.Explore more
The Callery Group's Social MediaPopular SearchesThe Callery GroupCallery GroupCallery Group TheCallerygroupWm Brian Callery Agencies IncSIC Code 62,628NAICS Code 52,523Show more

The Callery Group Org Chart

PhoneEmail
ES
Canada flag for contact location.

Office Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
LH
Canada flag for contact location.

Support Senior Advisor & Assistant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is The Callery Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to The Callery Group

Compare insights from companies similar to The Callery Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Callery Group

<$5M
1-10
Private
-
-
ES
Elicia SinghOffice Manager
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
11-50
Private
-
1999
TR
Taylor RaeManager, Marketing & Administrative Support
<$5M
1-10
Private
-
-
KR
Kye RobertsFinancial Associate & Advisor
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
<$5M
1-10
Private
-
2009
RK
Rajeev KudsiaSenior Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Callery Group Tech Stack

A closer look at the technologies used by The Callery Group

Top Finance Companies

Frequently Asked Questions Regarding The Callery Group

What is The Callery Group's official website?
The Callery Group's official website is www.callerygroup.com
What is The Callery Group's Revenue?
The Callery Group's revenue is <$5 Million
What is The Callery Group's SIC code?
The Callery Group's SIC: 62,628
What is The Callery Group's NAICS code?
The Callery Group's NAICS: 52,523
How many employees does The Callery Group have?
The Callery Group has 1-10 employees
What industry does The Callery Group belong to?
The Callery Group is in the industry of: Finance, Insurance, Business Services
What is The Callery Group competition?
The Callery Group top competitors include: Dixon & Patterson Financial Planning, Canaccord Genuity, Investment Planning Counsel, Truespect Wealth Management
What technology does The Callery Group use?
Some of the popular technologies that The Callery Group uses are: NS1, RackSpace Cloud DNS, Microsoft 365, easyDNS
How do I contact The Callery Group?
The Callery Group contact info: Phone number: (905) 430-7444 Website: www.callerygroup.com
What does The Callery Group do?

Since 1975, we have excelled at providing integrated planning services for individuals and corporations. The Callery Group is a wholly owned Canadian insurance and financial planning organization. With our main office in Whitby, Ontario, we are perfectly poised to bring you the best of both worlds. Community Ethics, Big City Expertise! Professional... ly we have developed a unique, proven planning process to help ensure your financial security. We conduct our business with the utmost of ethical standards and never lose sight of our community's morals and ideals. Our qualified, professional team is truly the basis for the success of our firm - providing Employee Benefits Consulting and Financial and Estate Planning for Business Owners, Executives and Individuals. At The Callery Group we walk the talk.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.