Regal Holdings Company Profile, Contacts & Intelligence

Financial ServicesKentwood, Mi, United States66 employeesOFFounded 2000
2 contacts with email or phone data2 with email data2 with phone data
View verified contacts Compare competitors
Employees
66
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts

Regal Holdings Overview

Regal Holdings is a full service financial firm specializing in retirement planning, investment management, and multi-generational planning. We believe a client’s trust should be placed in the hands of knowledgeable experts with credentials such as the: Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter. Our approach to financial planning does not contain piecemeal recommendations or transactional product offerings but rather tailored financial plans customized around your unique set of goals. We build long-term relationships throughout the years to monitor and adjust the plan along the way.

Headquarters
Kentwood, Mi, United States
Website
www.regal-holdings.com
Industry
Financial Services
Founded
2000
Stock Symbol
OF
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Kentwood

Regal Holdings Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 2 with phone data in the visible sample.

Regal Holdings People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

C
Christopher (Chris) Wilks
Senior Associate at Regal Financial
A
Alan Toman
Financial Advisor at Regal Holdings
L
Larry Taunt
Regal Investment Advisors/ Regal
EP
D
Don Carlson
Partner - Regal Holdings
EP

Regal Holdings Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
3
Senior / Lead
1

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