AgencyCFO by RD Advisory Group

  • Financial Services
  • US
  • 5 employees
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Company Overview

Headquarters
US
Website
agencycfo.com
Employees
5
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is AgencyCFO by RD Advisory Group

AgencyCFO by RD Advisory Group is a United States-based company specializing in providing financial guidance to independent insurance agencies. With a small team of 5 employees, the company generates an annual revenue of $2.5 million. AgencyCFO offers virtual, fractional, and customizable Chief Financial Officer (CFO) services to fill strategic gaps and address financial challenges faced by independent insurance agencies. They aim to be the go-to financial resource for agencies seeking expert advice and support. What sets AgencyCFO apart is its tailored approach. They recognize the unique needs of independent insurance agencies and offer flexible CFO solutions that can be adapted to specific requirements. Their virtual model allows agencies to access CFO expertise without the overhead of a full-time employee. For more information about AgencyCFO and its services, visit their website at agencycfo.com.

Company Leadership

Roe Polczynski

Founding Partner

Phone Email

AgencyCFO by RD Advisory Group Industry Tags

Business Consulting and Services
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FAQ

What is the location of AgencyCFO by RD Advisory Group's headquarters?
The headquarters of AgencyCFO by RD Advisory Group are situated at US
What is AgencyCFO by RD Advisory Group's official website?
The official website of AgencyCFO by RD Advisory Group can be found at agencycfo.com.
What is AgencyCFO by RD Advisory Group's current revenue?
As of August 2023, AgencyCFO by RD Advisory Group's annual revenue reached $3B.
How many employees does AgencyCFO by RD Advisory Group currently have?
AgencyCFO by RD Advisory Group employs approximately 5+ people as of August 2023
Which industries is AgencyCFO by RD Advisory Group primarily operating in?
AgencyCFO by RD Advisory Group operates in the following industries: Credit, Finance
Who is the Founding Partner of AgencyCFO by RD Advisory Group?
AgencyCFO by RD Advisory Group's Founding Partner is Roe Polczynski
What are AgencyCFO by RD Advisory Group's industry tags?
AgencyCFO by RD Advisory Group's industry tags include: Business Consulting and Services

Employee Directory

Key Employees

Donald Polczynski

President | AgencyCFO

Phone Email

Shawna Cook

Custom Financial Officer

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Adam Bushey

Business Intelligence Analyst

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