Vu Financial

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

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

Phone Number

(844) 262-5214

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
1
1
1

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
Vu Financial's Social MediaPopular SearchesVu Financial LLCCooper, Adel, Vu FinancialSIC Code 62,628NAICS Code 52,523Show more

Vu Financial Org Chart

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Vice President, Financial & Advisor

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Financial IRS Enrolled Advisor & Agent & Vice...

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Vice President, Financial Operations

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Registered Representative and Investment Advi...

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Financial Services IRS Enrolled Representativ...

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Financial Services Representative

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Registered Representative and Investment Advi...

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vu Financial

<$5M
11-50
Private
-
2010
JS
Jacob SansomVice President, Financial & Advisor
<$5M
1-10
Private
-
-
JR
Jenna RileyFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2006
MM
Matthew MorrisPartner, Chief Investment Officer
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
<$5M
1-10
Private
-
2012
David Bodnar, Senior Vice President at Kellett Schaffner Wealth Advisors
David BodnarSenior Vice President
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Vu Financial Tech Stack

A closer look at the technologies used by Vu Financial

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: Riley Planning and Investments, Johnessigman, Handford Financial Strategies, Kellett Schaffner Wealth Advisors
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?

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

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

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