ATA Financial Group, LLC Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

ATA Financial Group, LLC operates in the financial services sector, providing a broad range of financial support to individuals, businesses, non-profit organizations, unions, and government agencies. The firm combines accounting and tax services with wealth management, insurance and risk management, and planning for retirement and estates. By taking an integrated perspective, it seeks to align decisions across different parts of a client’s finances.
Based in Whitehall, Pennsylvania, the company positions itself as a small, locally focused practice serving a diverse client base. Its client base spans private and public sector needs, reflecting a broad remit within the financial services field.

Find ATA Financial Group, LLC employees' phone numbers or email addresses

ATA Financial Group, LLC Global Highlights

Location
Employees

North America
8

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  • United States Of America
    6
  • Canada
    2

ATA Financial Group, LLC's Leadership

  • Stylized image of a person
    K. C. N.
    President
    Phone icon
  • Stylized image of a person
    R. K.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    A. A. D.
    Accountant
    Phone icon
  • Stylized image of a person
    M. B.
    Account Executive
    Phone icon
  • Stylized image of a person
    M. B.
    Account Executive
    Phone icon
  • Stylized image of a person
    S. C.
    Bookkeeper
    Phone icon

ATA Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Business
  • Administrative
  • Analytics
  • Other

Contact profiles from ATA Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. C. N.
    President
    Phone icon
    United StatesPennsylvania
    Jun 25, 2026
  • Stylized image of a person
    R. K.
    Financial Advisor
    Phone icon
    United StatesPennsylvania
    May 30, 2026
  • Stylized image of a person
    A. A. D.
    Accountant
    Phone icon
    Canada
    Feb 21, 2024
  • Stylized image of a person
    M. B.
    Account Executive
    Phone icon
    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    M. B.
    Account Executive
    Phone icon
    United StatesPennsylvania
    Oct 17, 2024
  • Stylized image of a person
    S. C.
    Bookkeeper
    Phone icon
    United StatesPennsylvania
    Oct 23, 2024

Frequently Asked Questions

What is ATA Financial Group, LLC known for?

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ATA Financial Group, LLC was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 3rd Street Whitehall, Pennsylvania United States; you can contact the main corporate office by phone at . Explore ATA Financial Group, LLC's company overview page for more information.

What is ATA Financial Group, LLC's most common email format?

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ATA Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ATA Financial Group, LLC email formats with LeadIQ.

How many employees does ATA Financial Group, LLC have currently?

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ATA Financial Group, LLC has approximately 7 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are ATA Financial Group, LLC's key employees and leadership?

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As of June 2026, ATA Financial Group, LLC's key employees include:

  • President: K. C. N.
  • Financial Advisor: R. K.
  • Accountant: A. A. D.
  • Account Executive: M. B.
  • Account Executive: M. B.

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