Triple Crown Financial
Financial Services • 
Lexington, Kentucky, United States • 1-10 Employees
Company overview
| Headquarters | 201 E Main St, Suite 520, Lexington, Kentucky 40507, US |
| Phone number | +15027543374 |
| Websites | |
| NAICS | 52 |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Triple Crown Financial
John Stogner
Co-Founder and Financial Advisor
Triple Crown Financial Email Formats
Triple Crown Financial uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@ceterainvestors.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@ceterainvestors.com | 50% |
{first name}.{last name} | john.doe@ceterainvestors.com | 50% |
About Triple Crown Financial
We will be your teammate on this financial journey as we sit down with you or your family on a one-on-one basis to understand the goals that are important to you and create a personally tailored plan. We take into account your goals, risk tolerance, time horizon and continuously raise questions to test the strategy we put in place so that you can move forward with confidence. We believe financial education is critical, so we coach clients of all experience levels through the planning process to ensure they are equipped with the understanding and financial knowledge they need to make informed choices. Financial decisions and discussions, including those as you approach or enter retirement, have the potential to stir up emotions and even fears along with plenty of questions. Our objective is to help take the emotion out of financial decision-making, reducing your burden of worry. We’re here to answer your questions and talk through how current events could be affecting your plan; to restore balance and help you maintain your focus on your long-term goals. Cetera Investors 201 E Main St Ste 520 Lexington, KY 40507 Cetera Investment Services LLC representatives do not provide legal, tax or estate planning services. Should you require such services, you should consult a legal, tax or estate planning professional. Cetera Investors is a marketing name of Cetera Investment Services LLC. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Cetera is under separate ownership from any other named entity
Triple Crown Financial revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Triple Crown Financial has never raised funding before.
Triple Crown Financial Tech Stack
Discover the technologies and tools that power Triple Crown Financial's digital infrastructure, from frameworks to analytics platforms.
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