Company Email Format Management

Custodia Financial

Financial Services 17855 Dallas Parkway 10 employees

Employees: 10
Contacts: 3
Emails: 3
Phones: 1

custodiafinancial.com LinkedIn

Custodia Financial Overview

Headquarters: 17855 Dallas Parkway
Website: custodiafinancial.com
Industry: Financial Services
Employees: 10
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Retirement Protection 401(K) Loan Protection ERISA Compliance of Retirement Plans

About Custodia Financial

At Custodia Financial, our driving purpose is to safeguard American workers’ retirement savings and improve their financial wellness. Our innovative Retirement Loan Protection solution automatically prevents loan defaults in workplace retirement plans—protecting savings and improving retirement outcomes. Learn more about Retirement Loan Protection at custodiafinancial.com.

Custodia Financial Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

Custodia Financial Org Chart

Sample employees and titles

Name	Title	Location	Contact
J. Anthony Nelson	Chief Impact Officer Custodia	Wellington, Florida, United States	View
Roger Ochs	Choreo Board Member	Dallas, Texas, United States	Email Phone
Stephen Briggs	Business Development Associate	Dallas, Texas, United States	Email
Romi Garvey		Baltimore City County, Maryland, United States	Email