Company Information

Number of Employees: 5 to 9
Years in Business: 10 or More Years
Annual Revenue: $5 to 10 Million

Lines of Business

  • SIC 1: 6282001 Financial Planning Consultants
  • SIC 2: 6211006 Stock & Bond Brokers
  • SIC 3: 6726002 Insurance Annuities
  • SIC 4: 6733001 Trust Services
  • SIC 5: 6211024 Investment Securities

Credit Information

Credit Rating:

100/ Excellent

Suggested Credit Capacity: $3,000

Executive Contacts (4 Available)

Name Title Phone Email

David Moran

Vice President 1(203)699-
david.moran@raymondjames.com

Robert Kreitler

President robert.kreitler@raymondjames.com

Miriam Olsen

President miriam.olsen@raymondjames.com

Ron Vaill

Finance Executive ron.vaill@raymondjames.com

Executive Contacts (4 Available)

David Moran

Vice President
1(203)699-
david.moran@raymondjames.com

Robert Kreitler

President
robert.kreitler@raymondjames.com

Miriam Olsen

President
miriam.olsen@raymondjames.com

Ron Vaill

Finance Executive
ron.vaill@raymondjames.com

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