Forza Investment Advisory

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

123 Hamilton Ave, Westfield, New Jersey,...

Phone Number

(908) 344-9790

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Forza Investment Advisory

Forza Investment Advisory is a registered investment advisor based in Westfield, New Jersey, specializing in personalized financial advice and investment solutions for private clients, investment advisors, and select institutions with investable assets over $750,000. The firm offers a range of services including investment planning, portfolio management, retirement planning, and consultative services for other financial advisors. With a focus on fiduciary duty and superior customer service, Forza aims to create and maintain wealth for its clients through a disciplined investment approach. Their clientele includes successful professionals, small business 401Ks, retirees, and financial advisors seeking customized investment strategies.Explore more
Forza Investment Advisory's Social MediaPopular SearchesForza Investment Advisory LLCForza InvestmentForza Investments LLCForza Investments Management LLCInvestment Advisory LLCSIC Code 62,628NAICS Code 52,523Show more

Forza Investment Advisory Org Chart

PhoneEmail
Robert Centrella, President & Managing Partner at Forza Investment Advisory
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President & Managing Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Forza Investment Advisory

<$5M
1-10
Private
-
2010
Robert Centrella, President & Managing Partner at Forza Investment Advisory
Robert CentrellaPresident & Managing Partner
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
$7.7M
11-50
Private
-
1988
RC
Ross ClemonsChief Technology Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2006
CB
Christina BorgerManaging Director & Assistant Chief Investment Officer
<$5M
1-10
Private
-
2004
CS
Colbie StephensClient Service Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Forza Investment Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Forza Investment Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Forza Investment Advisory.

Forza Investment Advisory Tech Stack

A closer look at the technologies used by Forza Investment Advisory

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Frequently Asked Questions Regarding Forza Investment Advisory

What is Forza Investment Advisory's official website?
Forza Investment Advisory's official website is www.forzainvestment.com
What is Forza Investment Advisory's Revenue?
Forza Investment Advisory's revenue is <$5 Million
What is Forza Investment Advisory's SIC code?
Forza Investment Advisory's SIC: 62,628
What is Forza Investment Advisory's NAICS code?
Forza Investment Advisory's NAICS: 52,523
How many employees does Forza Investment Advisory have?
Forza Investment Advisory has 1-10 employees
What industry does Forza Investment Advisory belong to?
Forza Investment Advisory is in the industry of: Finance, Securities Trading
What is Forza Investment Advisory competition?
Forza Investment Advisory top competitors include: Stockade Wealth Management, MoonDance Investment Advisors, LLC, The Normann Financial Group, Eppolito Financial Strategies
What technology does Forza Investment Advisory use?
Some of the popular technologies that Forza Investment Advisory uses are: GoCentral, Mapbox GL JS API, Google Font API, Microsoft 365
How do I contact Forza Investment Advisory?
Forza Investment Advisory contact info: Phone number: (908) 344-9790 Website: www.forzainvestment.com
What does Forza Investment Advisory do?

Forza Investment Advisory is a registered investment advisor based in Westfield, New Jersey, specializing in personalized financial advice and investment solutions for private clients, investment advisors, and select institutions with investable assets over $750,000. The firm offers a range of services including investment planning, portfolio manag... ement, retirement planning, and consultative services for other financial advisors. With a focus on fiduciary duty and superior customer service, Forza aims to create and maintain wealth for its clients through a disciplined investment approach. Their clientele includes successful professionals, small business 401Ks, retirees, and financial advisors seeking customized investment strategies.Read More

What are Forza Investment Advisory social media links?
Forza Investment Advisory Linkedin page Forza Investment Advisory Facebook page
Is Forza Investment Advisory a public company?
Forza Investment Advisory is private company therefore does not currently have an official ticker symbol
See more information about Forza Investment Advisory

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