Reed Financial Services Inc

  • Financial Services
  • Cleveland OH
  • 27 employees
  • Financial Services
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Company Overview

Headquarters
5885 Landerbrook Dr. Suite 110, Cleveland OH
Website
reed-financial.com
Phone
(216) 464-2090
Employees
27
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 522320 Companies
NAICS Code 5223 Companies
NAICS Code 522 Companies
NAICS Code 52232 Companies
SIC Code
SIC Code 73 Companies
SIC Code 738 Companies
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Financials & Stats

Revenue

$6B

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Who is Reed Financial Services Inc

Reed Financial Services Inc. is an independent wealth management firm located in Cleveland, Ohio. Founded over 30 years ago, the company employs 27 individuals and generates approximately $5.5 million in annual revenue. Reed Financial Services provides specialized financial planning, disciplined investment management, and integrated wealth management services. Their focus is on helping clients maximize their assets, enhance their quality of life, and achieve their personal and financial goals. They collaborate with clients' existing advisors, prioritizing transparency and client-centered approaches. The firm emphasizes a fiduciary responsibility, ensuring all activities prioritize clients' best interests. They continually monitor financial plans and implement strategies to maximize financial opportunities. Reed Financial Services, Inc. is a Registered Investment Advisor. Certain representatives also offer securities through APW Capital, Inc., Member FINRA/SIPC, located at 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866. Clients can reach APW Capital, Inc. at (800)637-3211.

Company Leadership

Janet Edwards

Director of Client Relations

Phone Email

Reed Financial Services Inc Industry Tags

Comprehensive Wealth Advisory Planning
Retirement Planning
Investment Management
401(k) Planning
Wealth Transfer and Estate Planning
Philanthropy
Budgeting Issues
Financial Services
Financial Advisory Services
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Reed Financial Services Inc Tech Stack

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FAQ

What is the location of Reed Financial Services Inc's headquarters?
The headquarters of Reed Financial Services Inc are situated at 5885 Landerbrook Dr. Suite 110, Cleveland OH
What is Reed Financial Services Inc's phone number?
Reed Financial Services Inc's contact number is (216) 464-2090.
What is Reed Financial Services Inc's official website?
The official website of Reed Financial Services Inc can be found at reed-financial.com.
What is Reed Financial Services Inc's current revenue?
As of February 2015, Reed Financial Services Inc's annual revenue reached $6B.
How many employees does Reed Financial Services Inc currently have?
Reed Financial Services Inc employs approximately 27+ people as of February 2015
Which industries is Reed Financial Services Inc primarily operating in?
Reed Financial Services Inc operates in the following industries: Finance, Credit
Who is the Director of Client Relations of Reed Financial Services Inc?
Reed Financial Services Inc's Director of Client Relations is Janet Edwards
What are Reed Financial Services Inc's industry tags?
Reed Financial Services Inc's industry tags include: Comprehensive Wealth Advisory Planning, Retirement Planning, Investment Management

Employee Directory

Key Employees

Jim Reed

President

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Colleen Cleary

Financial Advisor

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Amanda Lisachenko

Chief Operating Officer

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Mark Lisachenko

Operations Support

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