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Phelps Financial Services Logo
Phelps Financial Services CB Rank
2399126
Heat Score
28
Phelps Financial Services offers risk management, financial planning, and insurance services to non-profit organizations and SMEs.
Private Westerville, Ohio, United States1-10 www.phelpsfinancial.com
Consulting
Financial Services
Risk Management
Overview

Phelps Financial Services
Heat Score
28

Growth Score
pts
in past quarter
Heat Score 28
-11 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 Phelps Financial Services

CB Rank
2399126
Phelps Financial Services offers risk management, financial planning, and insurance services to non-profit organizations and SMEs.
Private Westerville, Ohio, United States1-10 www.phelpsfinancial.com
Consulting
Financial Services
Risk Management

Key People

Details

Legal Name Phelps Financial Services, Inc.
Operating Status Active
Company Type For Profit
Founders  Dorr R. Phelps
Phone Number 1(614)899-6000
Contact Email dphelps@phelpsfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Church Insurance & School Insurance with GuideOne Insurance
Insurance coverage tailored for churches and schools, including property, liability, and employee benefits.
Ministry Risk Management
Risk management services to identify, minimize, and manage risks for ministries, schools, businesses, and individuals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 5

Employee Profiles

News
Technology
View Tech Report

IT Spend

$258.6KThis year, Phelps Financial Services is projected to spend $258.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Live Science Logo
Live Science
65

Active Website Tech Count

16Phelps Financial Services is actively using 16 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Phelps Financial Services's headquarters? Phelps Financial Services is located in Westerville, Ohio, United States.Who are Phelps Financial Services's competitors? Alternatives and possible competitors to Phelps Financial Services may include ChurchWest Insurance Services, Rhsims Insurance, and  Christian Disaster Response.
Who We Are
What We Do
Helpful Links
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