Access Wealth

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

120 Eagle Rock Ave Ste 230, East Hanover...

Phone Number

(973) 740-2400

Website

www.access-wealth.com

Revenue

$15.3 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Access Wealth

Access Wealth is a wealth management firm based in NY and NJ that specializes in financial planning, investment management, and multigenerational guidance. The firm offers a comprehensive range of services including retirement planning, estate planning, insurance planning, and college savings planning. Their dedicated team of financial advisors focuses on creating customized financial and investment plans tailored to the specific needs of their clients. Access Wealth aims to help individuals achieve financial independence and realize their life ambitions through proactive planning and ongoing support.Explore more
Access Wealth's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Access Wealth Org Chart

PhoneEmail
TH
United States flag for contact location.
Tracy Hagberg

Chief Compliance Officer

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Access Wealth

$15.3M
11-50
Private
<$5M
1987
TH
Tracy HagbergChief Compliance Officer
Waterford Advisors
<$5M
11-50
Private
-
1998
GK
Gregory KozerskiPresident
Radnor Financial Advisors
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
Poulos Advisors
<$5M
1-10
Private
-
-
Kyle Abrahamovich, President at Poulos Advisors
Kyle AbrahamovichPresident
Southport Station Financi...
<$5M
1-10
Private
-
2015
TT
Thomas TurianoFinancial Advisor
Illustration of an envelope

Access Wealth Tech Stack

A closer look at the technologies used by Access Wealth

WordPress.org

By

Automattic
PHP

By

PHP
Cloudflare Website Optimization

By

Cloudflare
Google Universal Analytics

By

Google
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Frequently Asked Questions Regarding Access Wealth

What is Access Wealth's official website?
Access Wealth's official website is www.access-wealth.com What is Access Wealth's Revenue?
Access Wealth's revenue is $15.3 Million What is Access Wealth's SIC code?
Access Wealth's SIC: 62,628 What is Access Wealth's NAICS code?
Access Wealth's NAICS: 52,523 How many employees does Access Wealth have?
Access Wealth has 11-50 employees What industry does Access Wealth belong to?
Access Wealth is in the industry of: Finance, Insurance, Securities Trading What is Access Wealth competition?
Access Wealth top competitors include: Waterford Advisors, Radnor Financial Advisors, Southport Station Financial Management, Poulos Advisors What technology does Access Wealth use?
Some of the popular technologies that Access Wealth uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Universal Analytics How do I contact Access Wealth?
Access Wealth contact info: Phone number: (973) 740-2400 Website: www.access-wealth.com What does Access Wealth do?

Access Wealth is a wealth management firm based in NY and NJ that specializes in financial planning, investment management, and multigenerational guidance. The firm offers a comprehensive range of services including retirement planning, estate planning, insurance planning, and college savings planning. Their dedicated team of financial advisors foc... uses on creating customized financial and investment plans tailored to the specific needs of their clients. Access Wealth aims to help individuals achieve financial independence and realize their life ambitions through proactive planning and ongoing support.Read More

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

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