Insights

Niche Client Focus Redwood Financial Network caters to a select group of successful families and businesses, offering personalized wealth and legacy planning services, which suggests opportunities to promote comprehensive financial solutions suited to high-net-worth clientele.

Growth Investment Recent investment of $211K into Medtronic indicates the firm's interest in expanding its portfolio, highlighting potential for cross-selling advanced investment management or advisory services to clients engaged in similar sectors.

Technology Utilization Utilizing tools like Google Analytics, Cloudflare, and Amazon S3 demonstrates a focus on digital engagement and data-driven insights, creating openings for introducing innovative fintech solutions or enhanced digital wealth management platforms.

Financial Stability With revenues between one and ten million dollars and a recent strategic investment, Redwood Financial Network shows healthy financial positioning, providing confidence to prospective clients and partners seeking reputable financial advisory services.

Competitive Positioning Operating within a competitive landscape alongside firms like Guardian Life and Northwestern Mutual suggests opportunities to highlight unique personalized service offerings and specialized wealth strategies to attract high-net-worth clients seeking tailored financial solutions.

Redwood Financial Network Tech Stack

Redwood Financial Network uses 8 technology products and services including Microsoft Clarity, Amazon S3, Business Catalyst, and more. Explore Redwood Financial Network's tech stack below.

  • Microsoft Clarity
    Analytics
  • Amazon S3
    Content Delivery Network
  • Business Catalyst
    Content Management System
  • Font Awesome
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics

Redwood Financial Network's Email Address Formats

Redwood Financial Network uses at least 1 format(s):
Redwood Financial Network Email FormatsExamplePercentage
FLast@redwoodfn.comJDoe@redwoodfn.com
38%
Last@redwoodfn.comDoe@redwoodfn.com
14%
First.Last@redwoodfn.comJohn.Doe@redwoodfn.com
10%
FLast@redwoodfn.comJDoe@redwoodfn.com
38%

Frequently Asked Questions

Where is Redwood Financial Network's headquarters located?

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Redwood Financial Network's main headquarters is located at 30285 Bruce Industrial Parkway Suite a Solon, Ohio 44139 United States. The company has employees across 1 continents, including North America.

What is Redwood Financial Network's phone number?

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You can contact Redwood Financial Network's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Redwood Financial Network's official website and social media links?

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Redwood Financial Network's official website is redwoodfn.com and has social profiles on LinkedIn.

What is Redwood Financial Network's NAICS code?

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Redwood Financial Network's NAICS code is 52 - Finance and Insurance.

How many employees does Redwood Financial Network have currently?

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As of February 2026, Redwood Financial Network has approximately 6 employees across 1 continents, including North America. Key team members include Managing Director / Wealth Advisor: S. J.Wealth Advisor: N. M.. Explore Redwood Financial Network's employee directory with LeadIQ.

What industry does Redwood Financial Network belong to?

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Redwood Financial Network operates in the Financial Services industry.

What technology does Redwood Financial Network use?

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Redwood Financial Network's tech stack includes Microsoft ClarityAmazon S3Business CatalystFont AwesomejQuery MigrateCloudflare Bot ManagementYouTubeGoogle Analytics.

What is Redwood Financial Network's email format?

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Redwood Financial Network's email format typically follows the pattern of FLast@redwoodfn.com. Find more Redwood Financial Network email formats with LeadIQ.

When was Redwood Financial Network founded?

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Redwood Financial Network was founded in 2010.

Redwood Financial Network

Financial ServicesOhio, United States2-10 Employees

We exist to help a select number of successful families and businesses work towards their fullest potential and pursue their most cherished financial goals. Our mission is to listen and understand each client’s unique vision and then assist them in crafting a concise, comprehensive plan that aims to preserve their present assets from the unforeseen, builds their wealth for the future, and perpetuates their success in the form of meaningful legacies.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org).

The financial professionals associated with Redwood Financial Network may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Section iconCompany Overview

Headquarters
30285 Bruce Industrial Parkway Suite a Solon, Ohio 44139 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Redwood Financial Network's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Redwood Financial Network's revenue is estimated to be in the range of $1M$10M

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