Three Leaf Financial

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

10560 Main St Ste 214, Fairfax, Virginia...

Phone Number

(703) 273-2326

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Three Leaf Financial

Three Leaf Financial is a financial planning firm established in March 2010, offering full-service solutions in investments, insurance, and planning to clients, endowments, and corporations. The firm focuses on creating tailored financial plans that meet the unique needs of each client while prioritizing their best interests as a licensed Fiduciary. They emphasize building lifelong relationships and simplifying complex financial concepts. Their services include managing investment strategies, developing customized insurance plans, and creating comprehensive financial plans.Explore more
Three Leaf Financial's Social MediaPopular SearchesThree Leaf FinancialThreeLeafFinancialSIC Code 62,628NAICS Code 52,523Show more

Three Leaf Financial Org Chart

PhoneEmail
KM
United States flag for contact location.

Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Three Leaf Financial

<$5M
1-10
Private
-
2010
KM
Kelly MerrymanManager, Operations
$5.9M
11-50
Private
-
2013
AC
Allyson ConwayDirector, Client Services
<$5M
1-10
Private
-
2005
KK
Kahau KaiFinancial Advisor
<$5M
1-10
Private
-
-
KM
Kristin McLaughlinBroker (Inferred)
<$5M
1-10
Private
-
1979
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
2014
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Three Leaf Financial Tech Stack

A closer look at the technologies used by Three Leaf Financial

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Frequently Asked Questions Regarding Three Leaf Financial

What is Three Leaf Financial's official website?
Three Leaf Financial's official website is www.threeleaffinancial.com
What is Three Leaf Financial's Revenue?
Three Leaf Financial's revenue is <$5 Million
What is Three Leaf Financial's SIC code?
Three Leaf Financial's SIC: 62,628
What is Three Leaf Financial's NAICS code?
Three Leaf Financial's NAICS: 52,523
How many employees does Three Leaf Financial have?
Three Leaf Financial has 1-10 employees
What industry does Three Leaf Financial belong to?
Three Leaf Financial is in the industry of: Finance, Securities Trading
What is Three Leaf Financial competition?
Three Leaf Financial top competitors include: McLaughlin Wealth Management, Capital City Financial Partners, Eissman Wealth Management, Reed Financial Group
What technology does Three Leaf Financial use?
Some of the popular technologies that Three Leaf Financial uses are: Sentry, F5 BIG-IP Platform, Sectigo, The USERTRUST Network
How do I contact Three Leaf Financial?
Three Leaf Financial contact info: Phone number: (703) 273-2326 Website: www.threeleaffinancial.com
What does Three Leaf Financial do?

Three Leaf Financial is a financial planning firm established in March 2010, offering full-service solutions in investments, insurance, and planning to clients, endowments, and corporations. The firm focuses on creating tailored financial plans that meet the unique needs of each client while prioritizing their best interests as a licensed Fiduciary... . They emphasize building lifelong relationships and simplifying complex financial concepts. Their services include managing investment strategies, developing customized insurance plans, and creating comprehensive financial plans.Read More

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

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