Insights

Personalized Client Focus REW Financial emphasizes a client-centric approach with a promise to prioritize individual needs and offer flexible solutions, highlighting opportunities to introduce tailored financial products and advisory services that align with personalized wealth management strategies.

Niche Market Position As a small firm with 2-10 employees serving clients in select states, REW Financial presents a potential for customized service offerings and targeted solutions that larger competitors may overlook, making it attractive for new client acquisition within specialized local markets.

Technology Adoption Utilizing modern tools such as Moat, Cloudflare, and Bootstrap indicates REW Financial’s openness to adopting technology for security, customer engagement, and operational efficiency, suggesting opportunities to introduce advanced financial technologies and digital marketing solutions.

Growth Potential With a revenue range of 1M to 10M and an entrepreneurial founder passionate about expanding choice and value, there is considerable scope for partnership strategies aimed at scaling client assets, expanding service offerings, or enhancing digital presence to increase revenue streams.

Market Differentiation Compared to larger firms like Charles Schwab and Fidelity, REW Financial’s personalized philosophy and flexible offerings position it uniquely to attract clients seeking genuine, integrity-driven advisory services, presenting a selling point for competitive positioning and brand development efforts.

REW Financial Tech Stack

REW Financial uses 8 technology products and services including Moat, Cloudflare, FMG Suite, and more. Explore REW Financial's tech stack below.

  • Moat
    Analytics
  • Cloudflare
    Content Management System
  • FMG Suite
    Content Marketing
  • Font Awesome
    Font Scripts
  • Awesomplete
    Javascript Libraries
  • Site24x7
    Real User Monitoring
  • HSTS
    Security
  • Bootstrap
    UI Frameworks

Media & News

REW Financial's Email Address Formats

REW Financial uses at least 1 format(s):
REW Financial Email FormatsExamplePercentage
First.Last@rewfinancial.comJohn.Doe@rewfinancial.com
25%
FMLast@rewfinancial.comJMDoe@rewfinancial.com
25%
First.Last@rewfinancial.comJohn.Doe@rewfinancial.com
25%
FMLast@rewfinancial.comJMDoe@rewfinancial.com
25%

Frequently Asked Questions

Where is REW Financial's headquarters located?

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REW Financial's main headquarters is located at 730 State Route 405 Milton, Pennsylvania 17847 United States. The company has employees across 1 continents, including North America.

What is REW Financial's phone number?

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You can contact REW Financial'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 REW Financial's official website and social media links?

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REW Financial's official website is rewfinancial.com and has social profiles on LinkedIn.

What is REW Financial's SIC code NAICS code?

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REW Financial's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does REW Financial have currently?

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As of February 2026, REW Financial has approximately 8 employees across 1 continents, including North America. Key team members include President: R. E. W.Administrative Assistant: D. L.. Explore REW Financial's employee directory with LeadIQ.

What industry does REW Financial belong to?

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REW Financial operates in the Financial Services industry.

What technology does REW Financial use?

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REW Financial's tech stack includes MoatCloudflareFMG SuiteFont AwesomeAwesompleteSite24x7HSTSBootstrap.

What is REW Financial's email format?

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REW Financial's email format typically follows the pattern of First.Last@rewfinancial.com. Find more REW Financial email formats with LeadIQ.

When was REW Financial founded?

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REW Financial was founded in 2004.

REW Financial

Financial ServicesPennsylvania, United States2-10 Employees

Company
“The Power of Freedom”
I began my career working for a large financial services company where I was only allowed to offer proprietary products.  A growing question remained:  How could I do what is best for the client with a portfolio of limited options?  The answer became obvious:  Keep the client’s best interests at the center of the relationship and expand the array of choices.  So in 2004 I founded REW Financial with the vision to provide uncompromised value, flexibility, and satisfaction to every person in every stage of life.   In the years to follow, clients became friends and are now an integral part of the company’s success. 

Promise
I promise to place YOU first and at the center of every interaction.  I will always tell the truth, exemplify integrity, and have my personal life reflect my morality. 

Richard E. Wible
President & Founder

Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC.
REW Financial is a D/B/A of REW Insurance & Financial Services, LLC. and neither are affiliated with United Planners Financial Services.  This communication is strictly intended for individuals residing in the following states:  AZ, CO, FL, NJ, OH, VA and PA.  No offers may be made or accepted from any resident outside the specific states referenced.

Section iconCompany Overview

Headquarters
730 State Route 405 Milton, Pennsylvania 17847 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

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

Section iconFunding & Financials

  • $1M$10M

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

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