Advanced Wealth Partners

Finance · 1-10 Employees

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Overview

Phone Number

(888) 900-9033

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Advanced Wealth Partners

Advanced Wealth Partners is a premier financial services provider located in the Metropolitan New York Area, specializing in premium financing tailored for high-net-worth individuals and business owners. They offer financial solutions aimed at enhancing liquidity, leveraging wealth for larger insurance policies, and providing potential tax benefits. Their services include estate planning and asset protection strategies, helping clients preserve their wealth and legacy. The company also focuses on empowering insurance agents with innovative marketing tools to serve complex financial needs.Explore more
Advanced Wealth Partners's Social MediaPopular SearchesAdvanced Wealth PartnersSIC Code 62,628NAICS Code 52,523Show more

Advanced Wealth Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advanced Wealth Partners

<$5M
1-10
Private
-
-
SN
Sean NegronOffice Manager
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
<$5M
1-10
Private
-
1984
KP
Kathryn PfeltzChief Operating Officer
<$5M
1-10
Private
-
2016
AA
Alexandra AlexandrouDirector, Operations
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
11-50
Private
-
1997
TK
Trina KonwinskiExecutive Associate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Advanced Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Advanced Wealth Partners Tech Stack

A closer look at the technologies used by Advanced Wealth Partners

Top Finance Companies

Frequently Asked Questions Regarding Advanced Wealth Partners

What is Advanced Wealth Partners's official website?
Advanced Wealth Partners's official website is www.awpus.com
What is Advanced Wealth Partners's Revenue?
Advanced Wealth Partners's revenue is <$5 Million
What is Advanced Wealth Partners's SIC code?
Advanced Wealth Partners's SIC: 62,628
What is Advanced Wealth Partners's NAICS code?
Advanced Wealth Partners's NAICS: 52,523
How many employees does Advanced Wealth Partners have?
Advanced Wealth Partners has 1-10 employees
What industry does Advanced Wealth Partners belong to?
Advanced Wealth Partners is in the industry of: Finance, Insurance, Securities Trading
What is Advanced Wealth Partners competition?
Advanced Wealth Partners top competitors include: BeamaLife, Weinberg Financial Advisory, Butler Capital Advisors, EPG Services
What technology does Advanced Wealth Partners use?
Some of the popular technologies that Advanced Wealth Partners uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Advanced Wealth Partners?
Advanced Wealth Partners contact info: Phone number: (888) 900-9033 Website: www.awpus.com
What does Advanced Wealth Partners do?

Advanced Wealth Partners is a premier financial services provider located in the Metropolitan New York Area, specializing in premium financing tailored for high-net-worth individuals and business owners. They offer financial solutions aimed at enhancing liquidity, leveraging wealth for larger insurance policies, and providing potential tax benefits... . Their services include estate planning and asset protection strategies, helping clients preserve their wealth and legacy. The company also focuses on empowering insurance agents with innovative marketing tools to serve complex financial needs.Read More

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

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