Align Wealth Group

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

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Overview

Headquarters

485e Rte 1 S Ste 110, Iselin, New Jersey...

Phone Number

(908) 461-1021

Revenue

$10.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Align Wealth Group

Align Wealth Group is a financial consulting firm dedicated to providing investment management and strategic wealth planning tailored to individual client needs. They offer a range of services including retirement planning, investment planning, financial planning, estate planning, tax planning, and insurance planning. The firm serves clients across the United States, with offices in New Jersey and Connecticut, and emphasizes a team approach to ensure high levels of trust, integrity, and respect. Their goal is to be a trusted advisor, supporting and educating clients to achieve financial freedom.Explore more
Popular SearchesAlign Wealth GroupSIC Code 62,628NAICS Code 52,523Show more

Align Wealth Group Org Chart

PhoneEmail
JR
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Manager, Wealth

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JZ
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Manager, Operations

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DD
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Wealth Advisor

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CK
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Wealth Advisor

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RA
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Wealth Advisor

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EB
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Lpl Wealth Advisor

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Compare Similar Companies to Align Wealth Group

Compare insights from companies similar to Align Wealth Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Align Wealth Group

$10.1M
11-50
Private
-
-
JR
James RamentolManager, Wealth
$6.1M
11-50
Private
-
-
MD
Matthew DoddConsulting Manager
$5.9M
1-10
Private
-
2021
GB
Greg BourqueManager, Projects
<$5M
11-50
Private
-
-
JP
Jacob PfiffnerManager, Operations & Case
<$5M
11-50
Private
-
-
CS
Cara SnowdonWealth Advisor
<$5M
11-50
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Align Wealth Group Tech Stack

A closer look at the technologies used by Align Wealth Group

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Frequently Asked Questions Regarding Align Wealth Group

What is Align Wealth Group's official website?
Align Wealth Group's official website is www.alignwealthgroup.com
What is Align Wealth Group's Revenue?
Align Wealth Group's revenue is $10.1 Million
What is Align Wealth Group's SIC code?
Align Wealth Group's SIC: 62,628
What is Align Wealth Group's NAICS code?
Align Wealth Group's NAICS: 52,523
How many employees does Align Wealth Group have?
Align Wealth Group has 11-50 employees
What industry does Align Wealth Group belong to?
Align Wealth Group is in the industry of: Finance, Securities Trading
What is Align Wealth Group competition?
Align Wealth Group top competitors include: Sage Financial Planning, Pfiffner Financial, First National Wealth, MGB Consulting
What technology does Align Wealth Group use?
Some of the popular technologies that Align Wealth Group uses are: Drupal, reCAPTCHA, Microsoft SharePoint, Google Universal Analytics
How do I contact Align Wealth Group?
Align Wealth Group contact info: Phone number: (908) 461-1021 Website: www.alignwealthgroup.com
What does Align Wealth Group do?

Align Wealth Group is a financial consulting firm dedicated to providing investment management and strategic wealth planning tailored to individual client needs. They offer a range of services including retirement planning, investment planning, financial planning, estate planning, tax planning, and insurance planning. The firm serves clients across... the United States, with offices in New Jersey and Connecticut, and emphasizes a team approach to ensure high levels of trust, integrity, and respect. Their goal is to be a trusted advisor, supporting and educating clients to achieve financial freedom.Read More

Is Align Wealth Group a public company?
Align Wealth Group is private company therefore does not currently have an official ticker symbol
See more information about Align Wealth Group

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