The Financial Consulate, Inc

The Financial Consulate, Inc

Financial Services 201 International Circle 22 employees
Employees
22
Contacts
1
Emails
1
Phones
1

The Financial Consulate, Inc Overview

Headquarters
201 International Circle
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
22
Founded
1984
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About The Financial Consulate, Inc

Mission: "to help our clients lessen the worry and burden of money management so they have more time to spend building relationships." Many of our clients chose to work with us because they needed a comprehensive retirement plan, and wanted to work with a fee-only fiduciary advisor on an ongoing basis. See our updates below to get a better idea of the truly comprehensive approach we take to financial planning. Visit our website to schedule a no cost, no obligation, introductory meeting today or sign up for our monthly resources, The Financial PULSE and Consulate Journal. You can also follow us on Facebook and Twitter (@TheFinCon) Our radio show, Money, Riches & Wealth, airs on WCBM AM 680 every Wednesday from 6-7pm

The Financial Consulate, Inc Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage
Phone contacts
1
33.3% coverage

The Financial Consulate, Inc Org Chart

Sample employees and titles
Name Title Contact
Chuck Bender Chief Financial Officer, Financial
Email Phone
Michael Mccarthy, Cpa-Pfs, Cfp(r) Working to Help Lessen the Worry
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Roger I. Bair, Iii, Cfp, Cima Senior Wealth Manager
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Employees by Management Level

Individual contributor 5 profiles
Director 3 profiles
Manager 3 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 3
Finance 3 3 1
General 1 1 0
Marketing 1 1 0

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