C.D. Financial

Financial Services • Amherst, New York, United States • 1-10 Employees

Company overview

Headquarters	2372 Sweet Home Rd, Suite 8, Amherst, New York 14228, US
Phone number	+17169296550
Website	cdfinancialinc.com
NAICS	52
SIC	628
Employees	1-10
Socials

Key Contact at C.D. Financial

Murray Richardson

President / Owner

C.D. Financial Email Formats

C.D. Financial uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@cdfinancialinc.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@cdfinancialinc.com	100%

About C.D. Financial

C.D. Financial, Inc. is a boutique wealth management firm catering to families and businesses across the United States. Our success is built on continually acting in our client's best interest, while maintaining an intimate and comfortable family atmosphere. We have several tools at our disposal for creating and maintaining a well-thought out, custom built financial plan...but believe that our best tool is our willingness to listen. Really listen. It's a philosophy that shapes our portfolio decisions for each unique situation and helps us use investor emotion as a guide -versus- investor emotion as a decision maker. Contact us to set-up a visit to see how we can help you meet all of your financial goals. For disclosure information please visit our website at: www.cdfinancialinc.com

C.D. Financial revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding