Strata Financial Group, LLC

Strata Financial Group, LLC

Financial Services Village, Ohio, United States 7 employees
Employees
7
Contacts
2
Emails
2
Phones
1

Strata Financial Group, LLC Overview

Headquarters
Village, Ohio, United States
Industry
Financial Services
Employees
7
Founded
1998
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Strata Financial Group, LLC

Strata Financial Group, LLC is a firm specializing in wealth management and financial advising with offices in Sheffield Village, Ohio and Dublin, Ohio. Strata provides financial services to both individuals and companies. Strata Financial Group, LLC was founded in 1998. Strata has grown to encompass a team of advisors with CPA certifications, PFS designations, Anthony Campagni, CFP®, FINRA series licences, as well as a full support staff. Strata services a book of business in excess of $200 million for individuals and companies. Strata operates under the broker-dealer Royal Alliance Associates, Inc. who provide additional legal, compliance, business, and account-related services. At the individual level, Strata provides financial planning, portfolio management, investment management, investment review, advisory services, and more to clients. At the company level, Strata works with businesses to establish 401k & profit-sharing plans, cash balance plans, business investment accounts, and various other types of retirement and benefit plans. For more information on Strata, our full product offering, consultation and newsletter sign-ups, please visit www.stratafinancial.com. Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. Additional advisory services offered through Harrington Asset Management, Inc. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 440-934-3222

Strata Financial Group, LLC Contact Details

People in AeroLeads
2
With contact data
2
Email contacts
2
100.0% coverage
Phone contacts
1
50.0% coverage

Strata Financial Group, LLC Org Chart

Sample employees and titles
Name Title Contact
Kyle Hancharick, Cfp® Financial Planning for Families
Email Phone
Emily Dohnenko Business Operations Manager & Advisor
Email

Employees by Management Level

Executive 1 profile
Manager 1 profile
Individual contributor 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 0

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