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Limerick Financial Group, LLC. Employee Directory

Investment ManagementPennsylvania, United States2-10 Employees

Limerick Financial Group, LLC is an investment management firm based in Limerick, Pennsylvania. It manages client portfolios with the objective of protecting assets from market declines, inflation, and tax effects. Its investment approach relies on proprietary technical analysis and risk-management tools developed by founder Charles E. Falco Jr.

Most clients are retirees who prioritize preserving capital and pursuing stable, measured growth. The firm provides investment management for a range of accounts, including individual and institutional accounts, retirement plans, 401(k) plans, trusts, education accounts, and variable annuities. Within the investment management industry, it emphasizes risk-controlled strategies tailored to long-term financial stability.

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

Limerick Financial Group, LLC. Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

Limerick Financial Group, LLC.'s Leadership

  • Stylized image of a person
    C. E. F. J. M.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Financial Advisor
    Phone icon
    Mobile Phone

Limerick Financial Group, LLC. Employee Metrics

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

Contact profiles from Limerick Financial Group, LLC.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. E. F. J. M.
    President
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 01, 2026
  • Stylized image of a person
    C. B.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMississippi
    Jun 28, 2026

Frequently Asked Questions

What is Limerick Financial Group, LLC. known for?

Minus sign iconPlus sign iconLimerick Financial Group, LLC. was founded in 2006 operates in the Investment Management industry. Explore Limerick Financial Group, LLC.'s company overview page for more information.

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

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

How many employees does Limerick Financial Group, LLC. have currently?

Minus sign iconPlus sign iconLimerick Financial Group, LLC. has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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As of August 2026, Limerick Financial Group, LLC.'s key employees include:

  • President: C. E. F. J. M.
  • Financial Advisor: C. B.

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