The Financial Advisory Group

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

45 Wyntre Brooke Dr, York, Pennsylvania,...

Phone Number

(717) 741-3665

Revenue

$6.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About The Financial Advisory Group

The Financial Advisory Group specializes in providing tailored financial planning services to families, focusing on understanding their unique goals and coordinating resources to achieve them. They serve a diverse clientele, including young investors, small business owners, working professionals, pre-retirees, and retirees. Their comprehensive offerings encompass financial planning, retirement planning, estate planning, investment management, tax planning, education savings, and insurance recommendations. Through a personalized approach, they aim to help clients build a secure financial future and pursue their dreams.Explore more
The Financial Advisory Group's Social MediaPopular SearchesThe Financial Advisory GroupFinancial Planning Advisory Group IncFinancial Advisory GroupThe Financial Advisory Group LtdFinancial Advisory Group IncSIC Code 62,628NAICS Code 52,523Show more

The Financial Advisory Group Org Chart

PhoneEmail
KH
United States flag for contact location.

Manager, Client Services

Flame icon indicating likelihood to engage via phone.PhoneEmail
BS
United States flag for contact location.

LPL Branch Manager and Certified Financial Pl...

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Financial Advisory Gr...

$6.2M
11-50
Private
-
2003
KH
Kathleen HeilmanManager, Client Services
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
MC
Monique CarpenterCustomer Service Lead
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Financial Advisory Group Tech Stack

A closer look at the technologies used by The Financial Advisory Group

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Frequently Asked Questions Regarding The Financial Advisory Group

What is The Financial Advisory Group's official website?
The Financial Advisory Group's official website is www.financialadvisoryyork.com
What is The Financial Advisory Group's Revenue?
The Financial Advisory Group's revenue is $6.2 Million
What is The Financial Advisory Group's SIC code?
The Financial Advisory Group's SIC: 62,628
What is The Financial Advisory Group's NAICS code?
The Financial Advisory Group's NAICS: 52,523
How many employees does The Financial Advisory Group have?
The Financial Advisory Group has 11-50 employees
What industry does The Financial Advisory Group belong to?
The Financial Advisory Group is in the industry of: Finance, Securities Trading
What is The Financial Advisory Group competition?
The Financial Advisory Group top competitors include: Wealth Advisory Services, Ratcliff Financial Services, Sterling Total Wealth Solutions, Holliger Financial Consultants
What technology does The Financial Advisory Group use?
Some of the popular technologies that The Financial Advisory Group uses are: WordPress.org, PHP, Google Tag Manager, GoDaddy DNS
How do I contact The Financial Advisory Group?
The Financial Advisory Group contact info: Phone number: (717) 741-3665 Website: www.financialadvisoryyork.com
What does The Financial Advisory Group do?

The Financial Advisory Group specializes in providing tailored financial planning services to families, focusing on understanding their unique goals and coordinating resources to achieve them. They serve a diverse clientele, including young investors, small business owners, working professionals, pre-retirees, and retirees. Their comprehensive offe... rings encompass financial planning, retirement planning, estate planning, investment management, tax planning, education savings, and insurance recommendations. Through a personalized approach, they aim to help clients build a secure financial future and pursue their dreams.Read More

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

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