Reed Financial Services
Financial Services • 
Mayfield Heights, Ohio, United States • 21-50 Employees
Company overview
| Headquarters | 5885 Landerbrook Dr., Suite 110, Cleveland, OH 44124, US |
| Phone number | +12164642090 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Retirement Planning, Investment Management, Philanthropy, Wealth Transfer And Estate Planning, 401(K) Planning, Budgeting Issues, Comprehensive Wealth Advisory Planning |
| Employees | 21-50 |
| Socials |
Key Contacts at Reed Financial Services
Janet Edwards
Director Of Client Relations
Gerald Reed
Owner
Reed Financial Services Email Formats
Reed Financial Services uses 3 email formats. The most common is {first initial} (e.g., j@reed-financial.com), used 53.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@reed-financial.com | 53.8% |
{first name} | john@reed-financial.com | 23.1% |
{first name}{last name} | johndoe@reed-financial.com | 23.1% |
About Reed Financial Services
Reed Financial Services is an independent, true wealth management firm. For over 30 years, our team of professionals has provided specialized financial planning, disciplined investment management, and integrated wealth management in order to help you work toward maximizing your assets, enhancing your quality of life, and realizing personal and financial goals. We work in collaboration with your trusted advisors – always keeping your personal goals in mind. Our client-centered approach together with our fiduciary responsibility and transparency ensures that we work exclusively with your best interests in the forefront of all our activities as we continually monitor the financial plan we collaboratively create and employ strategies to maximize financial opportunities along the way. Disclaimer: Reed Financial Services, Inc. is a Registered Investment Advisor. Certain representatives of Reed Financial Services, Inc. are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.
Reed Financial Services revenue & valuation
| Annual revenue | $30,900,000 |
| Revenue per employee | $1,188,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $98,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Reed Financial Services has 12 employees across 3 departments.
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Number of employees
Funding Data
Reed Financial Services has never raised funding before.
Reed Financial Services Tech Stack
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