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Strata Financial Group

Strata Financial Group Email Formats

Financial ServicesFlag of USSheffield, Ohio, United States1-10 Employees

Strata Financial Group Email Formats

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

FormatExamplePercentage
{first initial}{last name}
jdoe@stratafinancial.com
100%

Key Contact at Strata Financial Group

Flag of US

Emily Dohnenko

Director Of Business Operations, Executive Assistant

Company overview

Headquarters5058 Waterford Drive, Sheffield Village, Ohio 44035, US
Phone number+14409343223
Website
NAICS52
SIC628
Keywords
Financial Advising, Wealth Management, Portfolio Management, Financial Planning, College Savings Plans, Estate Consulting, Business Retirement Planning
Founded1998
Employees1-10
Socials

About Strata Financial Group

Strata Financial Group, LLC is a firm specializing in wealth management and financial advising with offices in Sheffield Village, Ohio and Dublin, Ohio. Strata provides financial services to both individuals and companies. Strata Financial Group, LLC was founded in 1998. Strata has grown to encompass a team of advisors with CPA certifications, PFS designations, Anthony Campagni, CFP®, FINRA series licences, as well as a full support staff. Strata services a book of business in excess of $200 million for individuals and companies. Strata operates under the broker-dealer Royal Alliance Associates, Inc. who provide additional legal, compliance, business, and account-related services. At the individual level, Strata provides financial planning, portfolio management, investment management, investment review, advisory services, and more to clients. At the company level, Strata works with businesses to establish 401k & profit-sharing plans, cash balance plans, business investment accounts, and various other types of retirement and benefit plans. For more information on Strata, our full product offering, consultation and newsletter sign-ups, please visit www.stratafinancial.com. Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. Additional advisory services offered through Harrington Asset Management, Inc. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 440-934-3222

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Partner
Director
Entry

Employees by Department

Strata Financial Group has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Strata Financial Group has never raised funding before.

Strata Financial Group Tech Stack

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

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Strata Financial Group is located in Sheffield, Ohio, US.
You can reach Strata Financial Group at +14409343223.
Strata Financial Group was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.
Strata Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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