Healy Financial
Company Management

Healy Financial

Financial Services South Bend, Indiana, United States 16 employees
Employees
16
Contacts
3
Emails
3
Phones
1

Healy Financial Overview

Headquarters
South Bend, Indiana, United States
Industry
Financial Services
Employees
16
Founded
1976
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Healy Financial

We are in the financial and risk management business. We strive to give you sound and integrated advice so you can make optimal decisions whether you choose a fiduciary or transactional relationship. We can help you with financial planning, risk management, retirement strategies, investments, business strategies, and wealth counseling. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Healy Financial Contact Details

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

Healy Financial Org Chart

Sample employees and titles
Name Title Contact
Bob Healy Healy Financial Planning, Associate
View
Sara Reyes, Flmi Healy Financial Division Leader
Email
Joe Cramer, Cfp® Advice-based Financial Strategies
Email
Matthew Urbanski Financial Advisor
Email Phone

Employees by Management Level

Individual contributor 5 profiles
Manager 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 3 3 1

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