3GenWealth

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

4434 N Civic Center Plz Ste 101, Scottsd...

Phone Number

(480) 621-7900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About 3GenWealth

3GenWealth is a financial management firm that has been providing independent financial advice to families and business owners for over 50 years. Founded in Overland Park, Kansas, the firm has evolved through three generations of the Peck family, emphasizing long-term relationships with clients. Their services include tailored strategies for retirement, investment, estate planning, insurance, and tax management. The firm is dedicated to values such as trust, honesty, and integrity, ensuring that clients receive personalized guidance through life's transitions.Explore more
3GenWealth's Social MediaPopular Searches3genwealth LLC3genwealth.comDavid Peck Cfp3GenWealthSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

3GenWealth

<$5M
1-10
Private
-
1964
N/A
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
1-10
Private
-
2019
CW
Crystal WintersFinancial Planning Assistant
<$5M
1-10
Private
-
1994
<$5M
1-10
Private
-
2012
OG
Olivia GrazziniClient Service Associate
<$5M
1-10
Private
-
2008
David Teeter, Managing Director at Freedom Capital Management
David TeeterManaging Director
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

3GenWealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

3GenWealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 3GenWealth.

3GenWealth Tech Stack

A closer look at the technologies used by 3GenWealth

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Frequently Asked Questions Regarding 3GenWealth

What is 3GenWealth's official website?
3GenWealth's official website is www.3genwealth.com
What is 3GenWealth's Revenue?
3GenWealth's revenue is <$5 Million
What is 3GenWealth's SIC code?
3GenWealth's SIC: 62,628
What is 3GenWealth's NAICS code?
3GenWealth's NAICS: 52,523
How many employees does 3GenWealth have?
3GenWealth has 1-10 employees
What industry does 3GenWealth belong to?
3GenWealth is in the industry of: Finance, Securities Trading
What is 3GenWealth competition?
3GenWealth top competitors include: Sunrise Wealth Partners, Advanced Wealth Management, Sargent Wealth Management, Freedom Capital Management
What technology does 3GenWealth use?
Some of the popular technologies that 3GenWealth uses are: Cloudflare Website Optimization, Smarsh, Google Font API, Google Tag Manager
How do I contact 3GenWealth?
3GenWealth contact info: Phone number: (480) 621-7900 Website: www.3genwealth.com
What does 3GenWealth do?

3GenWealth is a financial management firm that has been providing independent financial advice to families and business owners for over 50 years. Founded in Overland Park, Kansas, the firm has evolved through three generations of the Peck family, emphasizing long-term relationships with clients. Their services include tailored strategies for retire... ment, investment, estate planning, insurance, and tax management. The firm is dedicated to values such as trust, honesty, and integrity, ensuring that clients receive personalized guidance through life's transitions.Read More

What are 3GenWealth social media links?
3GenWealth Linkedin page 3GenWealth Twitter page 3GenWealth Facebook page
Is 3GenWealth a public company?
3GenWealth is private company therefore does not currently have an official ticker symbol
See more information about 3GenWealth

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