Young Financial Group

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

4030 Boardman Canfield Rd Ste 100B, Canf...

Phone Number

(330) 533-0610

Revenue

<$5 Million

Industry

Finance Securities Trading

About Young Financial Group

The Young Financial Group is a financial advisory firm headquartered in Canfield, Ohio. Operating as a dba of Wealthcare Capital Management, an SEC Registered Investment Advisor, the company serves as fiduciaries providing financial planning, retirement planning, and estate planning. The firm utilizes a proprietary process called the Confidence Formula to help multi-generational families optimize goal packages, reduce costs and taxes, and manage uncertainty. Serving clients by referral only, the firm focuses on helping individuals achieve a work-optional lifestyle and establish family investment legacies through a dynamic monitoring and adjustment process.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Young Financial Group Org Chart

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United States flag for contact location.

Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Young Financial Group

<$5M
11-50
Private
-
-
SH
Sharon HartzlerOffice Manager
$5.1M
1-10
Private
-
2021
KK
Kristina KrstanoskaDirector, Tax Department Operations
<$5M
11-50
Private
-
-
AH
Andrew HodgeChief Operations Officer
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Young Financial Group Tech Stack

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Frequently Asked Questions Regarding Young Financial Group

What is Young Financial Group's official website?
Young Financial Group's official website is www.theyoungfinancialgroup.com
What is Young Financial Group's Revenue?
Young Financial Group's revenue is <$5 Million
What is Young Financial Group's SIC code?
Young Financial Group's SIC: 62,628
What is Young Financial Group's NAICS code?
Young Financial Group's NAICS: 52,523
How many employees does Young Financial Group have?
Young Financial Group has 11-50 employees
What industry does Young Financial Group belong to?
Young Financial Group is in the industry of: Finance, Securities Trading
What is Young Financial Group competition?
Young Financial Group top competitors include: Custom Wealth Management, Retirement Tax Services
What technology does Young Financial Group use?
Some of the popular technologies that Young Financial Group uses are: AddToAny, Google Font API, Vimeo, Google Tag Manager
How do I contact Young Financial Group?
Young Financial Group contact info: Phone number: (330) 533-0610 Website: www.theyoungfinancialgroup.com
What does Young Financial Group do?

The Young Financial Group is a financial advisory firm headquartered in Canfield, Ohio. Operating as a dba of Wealthcare Capital Management, an SEC Registered Investment Advisor, the company serves as fiduciaries providing financial planning, retirement planning, and estate planning. The firm utilizes a proprietary process called the Confidence For... mula to help multi-generational families optimize goal packages, reduce costs and taxes, and manage uncertainty. Serving clients by referral only, the firm focuses on helping individuals achieve a work-optional lifestyle and establish family investment legacies through a dynamic monitoring and adjustment process.Read More

Is Young Financial Group a public company?
Young Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Young Financial Group

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