Vu Financial

Q: What is Vu Financial's official website?

Vu Financial's official website is www.cooperadelvufinancial.com

Q: What is Vu Financial's Revenue?

Vu Financial's revenue is <$5 Million

Q: How many employees does Vu Financial have?

Vu Financial has 11-50 employees

Q: What industry does Vu Financial belong to?

Vu Financial is in the industry of: Finance , Securities Trading

Q: What is Vu Financial competition?

Vu Financial top competitors include: Handford Financial Strategies , Kellett Schaffner Wealth Advisors , Sunburst Financial

Q: What technology does Vu Financial use?

Some of the popular technologies that Vu Financial uses are: Google Workspace, Cloudflare DNS, SiteGround Email Hosting

Q: How do I contact Vu Financial?

Vu Financial contact info: Phone number: (844) 262-5214 Website: www.cooperadelvufinancial.com

Q: What does Vu Financial do?

Cooper, Adel, Vu Financial, LLC offers comprehensive financial services including investment planning, estate planning, and tax planning, primarily serving clients across Ohio. The firm aims to help clients manage their retirement savings efficiently while minimizing tax burdens. Their team of financial advisors provides personalized consultations... and strategies for retirement, tax liabilities, investments, and charitable contributions. The company is dedicated to ensuring clients achieve financial stability and peace of mind. Read More

Q: What are Vu Financial social media links?

Vu Financial Linkedin page Vu Financial Twitter page Vu Financial Facebook page

Q: Is Vu Financial a public company?

Vu Financial is private company therefore does not currently have an official ticker symbol

Finance · Ohio, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

36 W Main St, Centerburg, Ohio, 43011, U...

Phone Number

(844) 262-5214

Website

www.cooperadelvufinancial.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Vu Financial

Cooper, Adel, Vu Financial, LLC offers comprehensive financial services including investment planning, estate planning, and tax planning, primarily serving clients across Ohio. The firm aims to help clients manage their retirement savings efficiently while minimizing tax burdens. Their team of financial advisors provides personalized consultations and strategies for retirement, tax liabilities, investments, and charitable contributions. The company is dedicated to ensuring clients achieve financial stability and peace of mind.Explore more

Is this data correct?

View contact profiles from Vu Financial

SIC Code 62,628NAICS Code 52,523Show more

Vu Financial Org Chart

Phone

Jacob Sansom

Vice President, Financial & Advisor

Phone

Get the full picture

Dimitri Giakoumas

Financial Services Representative

Phone

Financial Services IRS Enrolled Representativ...

Phone

Registered Representative and Investment Advi...

Phone

Financial Advisor

Phone

Financial Advisor

Phone

Financial Advisor

Phone

Financial Advisor

Phone

Get the full picture

Compare Similar Companies to Vu Financial

Compare insights from companies similar to Vu Financial, 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

Vu Financial

<$5M

11-50

Private

2010

Jacob SansomVice President, Financial & Advisor

Sunburst Financial

<$5M

1-10

Private

2006

Matthew MorrisPartner, Chief Investment Officer

Handford Financial Strate...

<$5M

1-10

Private

2002

Susanna WalkerDirector, Client Services

Kellett Schaffner Wealth ...

<$5M

1-10

Private

2012

David BodnarSenior Vice President

View Email Formats for Vu Financial

Vu Financial Tech Stack

A closer look at the technologies used by Vu Financial

SiteGround Email Hosting

SiteGround

See more technologies

Top Finance Companies

Frequently Asked Questions Regarding Vu Financial

What is Vu Financial's official website?

Vu Financial's official website is www.cooperadelvufinancial.com

What is Vu Financial's Revenue?

Vu Financial's revenue is <$5 Million

What is Vu Financial's SIC code?

Vu Financial's SIC: 62,628

What is Vu Financial's NAICS code?

Vu Financial's NAICS: 52,523

How many employees does Vu Financial have?

Vu Financial has 11-50 employees

What industry does Vu Financial belong to?

Vu Financial is in the industry of: Finance, Securities Trading

What is Vu Financial competition?

Vu Financial top competitors include: Handford Financial Strategies, Kellett Schaffner Wealth Advisors, Sunburst Financial

What technology does Vu Financial use?

Some of the popular technologies that Vu Financial uses are: Google Workspace, Cloudflare DNS, SiteGround Email Hosting

How do I contact Vu Financial?

Vu Financial contact info: Phone number: (844) 262-5214 Website: www.cooperadelvufinancial.com

What does Vu Financial do?

What are Vu Financial social media links?

Vu Financial Linkedin page Vu Financial Twitter page Vu Financial Facebook page

Is Vu Financial a public company?

Vu Financial is private company therefore does not currently have an official ticker symbol

See more information about Vu Financial

Vu Financial Latest Hires and Their Positions

Vu Financial is expanding and recently hired new employees. Here are the latest additions to the team.

Ryan Fischer

Financial Advisor

Joined May 4, 2026

Phone

Dimitri Giakoumas

Financial Services Representative

Joined May 4, 2026

Phone

Sell Smarter. Win Faster.

Level up your game to ZoomInfo Copilot, intuitive AI that turns your data and high-quality ZoomInfo data into an unfair advantage for your go-to-market teams.