LeadIQ logo
Learn more at LeadIQ.com
Circle Financial Group logo

Circle Financial Group Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

Circle Financial Group operates in the financial services sector and serves individuals and small businesses in the Greater New Haven area. Located in West Haven, Connecticut, the firm provides analysis, plans, and a range of products across investments, insurance, mortgages, and real estate, addressing financial planning and asset management needs for its clients. With a focus on local customers, the company positions itself as a comprehensive resource for money-related services in its region. Founded in 1977, Circle Financial Group combines its longstanding presence in the market with a broad scope of offerings to support personal and small business financial goals.

Find Circle Financial Group employees' phone numbers or email addresses

Circle Financial Group Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

Circle Financial Group's Leadership

  • Stylized image of a person
    R. C. N.
    Founding Partner
    Mobile Phone
  • Stylized image of a person
    J. P.
    Owner
    Mobile Phone

Circle Financial Group Employee Metrics

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

Contact profiles from Circle Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. C. N.
    Founding Partner
    Mobile Phone
    United States
    Feb 17, 2026
  • Stylized image of a person
    J. P.
    Owner
    Mobile Phone
    UNITED STATES
    Dec 30, 2023

Frequently Asked Questions

What is Circle Financial Group known for?

Minus sign iconPlus sign iconCircle Financial Group was founded in 1977 operates in the Financial Services industry. Explore Circle Financial Group's company overview page for more information.

What is Circle Financial Group's most common email format?

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

How many employees does Circle Financial Group have currently?

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

Who are Circle Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Circle Financial Group's key employees include:

  • Founding Partner: R. C. N.
  • Owner: J. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.