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Forge Financial

Forge Financial

Financial ServicesFlag of USEdmond, Oklahoma, United States21-50 Employees

Company overview

HeadquartersEdmond, Oklahoma, United States
Phone number+14053401600
Websites
NAICS52
Keywords
Investments, Estate Planning, Retirement, Insurance & Asset Protection
Founded2003
Employees21-50
Socials

Key Contact at Forge Financial

Flag of US

Andrew Garbarini

Director

Forge Financial Email Formats

Forge Financial uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.

FormatExamplePercentage
{first name}.{last name}@company.com
john.doe@company.com
45.6%
{first name initial}{last name}@company.com
{first name initial}doe@company.com
22.3%
{first name}@company.com
john@company.com
15.1%
{first name}{last name}@company.com
johndoe@company.com
9.8%
{first name}_{last name}@company.com
john_doe@company.com
7.2%

About Forge Financial

Forge Financial focuses on investing and financial planning for retirement using faith-based principles. Our advisors believe forming personal relationships is vital in helping our clients make prudent decisions about their financial futures. We are strong advocates of education and aim to thoroughly teach and explain concepts that may, at first, seem complex. We approach financial planning with the heart of a teacher. We use Dave Ramsey’s investing principles and financial philosophies so our clients can understand and feel confident about the plans we, together, put in place. We help clients by providing hope and empowering them to set and work towards their goals. We provide the most personalized service available and have earned a reputation in our industry for excellent customer service. Clients can expect clear communication and down-to-earth relationships with our advisors. We do everything in our power to keep our clients focused on where they want to go and the journey that is required to get there. We welcome the opportunity to meet with you and introduce you to our caring team of advisors. Please contact us today to discuss how we can serve you.

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Forge Financial revenue & valuation

Annual revenue$10,000,000
Revenue per employee$477,000
Estimated valuation?$32,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
Vice President

Employees by Department

Forge Financial has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Forge Financial has never raised funding before.

Forge Financial Tech Stack

Discover the technologies and tools that power Forge Financial's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Lodash

Lodash

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Squarespace Commerce

Squarespace Commerce

Ecommerce

Stimulus

Stimulus

JavaScript frameworks

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

core-js

core-js

JavaScript libraries

Cart Functionality

Cart Functionality

Ecommerce

YUI

YUI

JavaScript libraries

Squarespace

Squarespace

CMS

Priority Hints

Priority Hints

Performance

Frequently asked questions

Forge Financial is located in Edmond, Oklahoma, US.
You can reach Forge Financial at +14053401600.
Forge Financial was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.
Forge Financial has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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