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Calfee Financial Advisors Employee Directory

Financial ServicesOhio, United States2-10 Employees

Calfee Financial Advisors operates in the financial services sector, offering advisory services to clients in the Cleveland area. The firm is located in Chagrin Falls, Ohio, and operates with a small professional team, highlighting a focused practice within wealth management and financial planning. The company’s clients are likely individuals and families seeking guidance on managing assets and planning for financial goals in a regulated industry, with the advisor’s role centered on delivering personalized financial oversight and strategy. A recent development noted in industry news is that Calfee Financial Advisors was acquired by MAI Capital Management, indicating a significant notable event in the company’s corporate history and positioning within the broader wealth management landscape.

Find Calfee Financial Advisors employees' phone numbers or email addresses

Calfee Financial Advisors Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Calfee Financial Advisors's Leadership

  • Stylized image of a person
    P. C.
    President
    Mobile Phone

Calfee Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Calfee Financial Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    P. C.
    President
    Mobile Phone
    United StatesFlorida
    Sep 09, 2025

Frequently Asked Questions

What is Calfee Financial Advisors known for?

Minus sign iconPlus sign iconCalfee Financial Advisors operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-216-328-****
. Explore Calfee Financial Advisors's company overview page for more information.

What is Calfee Financial Advisors's most common email format?

Minus sign iconPlus sign iconCalfee Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Calfee Financial Advisors email formats with LeadIQ.

How many employees does Calfee Financial Advisors have currently?

Minus sign iconPlus sign iconCalfee Financial Advisors has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Calfee Financial Advisors's key employees and leadership?

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As of July 2026, Calfee Financial Advisors's key employees include:

  • President: P. C.

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