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McDaniel Financial Logo
McDaniel Financial CB Rank
1763856
Heat Score
50
McDaniel Financial is a financial concierge firm that focuses on intentional retirement planning, inheritance and spousal legacy.
Private Shreveport, Louisiana, United States1-10 mcdanielfinancial.net
Advice
Consulting
Financial Services
Retirement
Overview

McDaniel Financial
Heat Score
50

Growth Score
pts
in past quarter
Heat Score 50
-1 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About McDaniel Financial

CB Rank
1763856
McDaniel Financial is a financial concierge firm that focuses on intentional retirement planning, inheritance and spousal legacy.
Private Shreveport, Louisiana, United States1-10 mcdanielfinancial.net
Advice
Consulting
Financial Services
Retirement

Details

Operating Status Active
Company Type For Profit
Phone Number 1 (318) 798-9022
Contact Email info@mcdanielfinancial.net
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Income Strategies
Plans designed to help individuals generate income during retirement using various financial tools and investments.
Wealth Management
Comprehensive management of an individual's financial assets to grow and preserve wealth over time.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News
Technology
View Tech Report

IT Spend

$72.5KThis year, McDaniel Financial is projected to spend $72.5K on IT, according to Aberdeen.
Sub-Organizations
Frequently Asked Questions

Where is McDaniel Financial's headquarters? McDaniel Financial is located in Shreveport, Louisiana, United States.Who are McDaniel Financial's competitors? Alternatives and possible competitors to McDaniel Financial may include LPL Financial, Thrivent, and  Edward Jones.
Who We Are
What We Do
Helpful Links
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