Donnelly

Accounting for Legal Practices · Missouri, United States · 11-50 Employees

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Overview

Headquarters

4207 SE Victory Cir, Lees Summit, Missou...

Phone Number

(816) 537-5724

Revenue

$6.8 Million

Industry

Accounting for Legal Practices Finance Business Services Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About Donnelly

The Donnelly Company specializes in providing comprehensive financial services, including retirement planning, tax preparation and planning, and personalized wealth management. Their goal is to help clients build tax-efficient retirement strategies, minimize tax liabilities, and optimize asset growth. They cater to individuals seeking long-term financial security and confidence in their financial decisions. The company operates in Lees Summit, MO, and offers services through registered investment advisors and non-affiliated entities.Explore more
Popular SearchesDonnelly CoThe Donnelly Company LLCDonally Management LLCDonnellyDonnelly Company LeesSIC Code 72,729NAICS Code 54,541Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Donnelly

$6.8M
11-50
Private
-
2005
N/A
$6.1M
11-50
Private
-
2016
N/A
<$5M
11-50
Private
<$5M
2004
MF
Marisa FugateGeneral Partner, Wealth Management Advisor - Tax and Wealth Strategies
<$5M
1-10
Private
<$5M
2002
FM
Felicia McDonaldPresident & Founder
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
1999
N/A
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Donnelly is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Donnelly is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Donnelly.

Donnelly Tech Stack

A closer look at the technologies used by Donnelly

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Donnelly

What is Donnelly's official website?
Donnelly's official website is www.tdcwealthmgmt.com
What is Donnelly's Revenue?
Donnelly's revenue is $6.8 Million
What is Donnelly's SIC code?
Donnelly's SIC: 72,729
What is Donnelly's NAICS code?
Donnelly's NAICS: 54,541
How many employees does Donnelly have?
Donnelly has 11-50 employees
What industry does Donnelly belong to?
Donnelly is in the industry of: Accounting for Legal Practices, Finance, Business Services
What is Donnelly competition?
Donnelly top competitors include: McDonald Tax Consulting, Christopher R Hatch CPA, Mayoka, Joseph Szymanski CPA
What technology does Donnelly use?
Some of the popular technologies that Donnelly uses are: NS1, Squarespace Online Stores, Google Workspace, Gmail
How do I contact Donnelly?
Donnelly contact info: Phone number: (816) 537-5724 Website: www.tdcwealthmgmt.com
What does Donnelly do?

The Donnelly Company specializes in providing comprehensive financial services, including retirement planning, tax preparation and planning, and personalized wealth management. Their goal is to help clients build tax-efficient retirement strategies, minimize tax liabilities, and optimize asset growth. They cater to individuals seeking long-term fin... ancial security and confidence in their financial decisions. The company operates in Lees Summit, MO, and offers services through registered investment advisors and non-affiliated entities.Read More

Is Donnelly a public company?
Donnelly is private company therefore does not currently have an official ticker symbol
See more information about Donnelly

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