The O'Day Group

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

101 Shadestone Way, Landenberg, Pennsylv...

Phone Number

(302) 737-4700

Revenue

<$5 Million

Industry

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

About The O'Day Group

The O'Day Group is a family-owned and independent financial planning firm dedicated to earning clients' trust through personalized and comprehensive services. They focus on helping clients achieve financial balance by analyzing their current financial position and recommending tailored steps for future success. Their offerings include investment planning, divorce financial planning, and retirement income options, all aimed at creating a customized financial blueprint. The firm emphasizes a holistic approach to financial planning, ensuring clients can live for today while planning for tomorrow.Explore more
Popular SearchesThe O'Day Grouptheodaygroup.comThe O'day CorpThe ODay GroupSIC Code 62,628NAICS Code 52,523Show more

The O'Day Group Org Chart

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MO
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The O'Day Group

<$5M
1-10
Private
-
1987
MO
Melissa O'DayOffice Manager
<$5M
11-50
Private
-
2017
LF
Liza FirminLeader of the Firm
<$5M
1-10
Private
-
-
BD
Brianne DerveloyCEO & Registered Administrator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2002
CL
Colleen LazarAdministrative Client Services Associate
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
-
Joseph Morson, Founder & President at Life Values Financial
Joseph MorsonFounder & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The O'Day Group Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding The O'Day Group

What is The O'Day Group's official website?
The O'Day Group's official website is www.theodaygroup.com
What is The O'Day Group's Revenue?
The O'Day Group's revenue is <$5 Million
What is The O'Day Group's SIC code?
The O'Day Group's SIC: 62,628
What is The O'Day Group's NAICS code?
The O'Day Group's NAICS: 52,523
How many employees does The O'Day Group have?
The O'Day Group has 1-10 employees
What industry does The O'Day Group belong to?
The O'Day Group is in the industry of: Finance, Securities Trading
What is The O'Day Group competition?
The O'Day Group top competitors include: Stockade Wealth Management, Family Wealth Management Group, Elios Financial Group, Life Values Financial
What technology does The O'Day Group use?
Some of the popular technologies that The O'Day Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact The O'Day Group?
The O'Day Group contact info: Phone number: (302) 737-4700 Website: www.theodaygroup.com
What does The O'Day Group do?

The O'Day Group is a family-owned and independent financial planning firm dedicated to earning clients' trust through personalized and comprehensive services. They focus on helping clients achieve financial balance by analyzing their current financial position and recommending tailored steps for future success. Their offerings include investment pl... anning, divorce financial planning, and retirement income options, all aimed at creating a customized financial blueprint. The firm emphasizes a holistic approach to financial planning, ensuring clients can live for today while planning for tomorrow.Read More

Is The O'Day Group a public company?
The O'Day Group is private company therefore does not currently have an official ticker symbol
See more information about The O'Day Group

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