Besselman Wealth Planners

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

111 Veterans Memorial Blvd Ste 360, Meta...

Phone Number

(504) 831-3506

Revenue

$7.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Besselman Wealth Planners

Besselman Wealth Planners specializes in providing customized financial planning services to a diverse clientele, including individual investors, families, entrepreneurs, and executives. With a focus on enhancing financial wellness, the firm employs a three-step process to identify client needs, analyze financial situations, and implement tailored strategies. Celebrating over 50 years of service, Besselman Wealth Planners emphasizes building durable relationships based on respect and communication. Their comprehensive offerings include individual planning, retirement planning, employee benefits, and executive planning.Explore more
Besselman Wealth Planners's Social MediaPopular SearchesBesselman Wealth PlannersBesselman AgencyBesselman & Associates IncArt By Susan BesselmanThe Besselman AgencySIC Code 62,628NAICS Code 52,523Show more

Besselman Wealth Planners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Besselman Wealth Planners

$7.6M
1-10
Private
-
1986
$6.3M
1-10
Private
-
2014
JB
Jennifer BakerAdministrative Assistant
<$5M
11-50
Private
-
1971
CS
Carol SmithExecutive Administrative Assistant
<$5M
11-50
Private
-
2009
MB
Michele BeerninkDirector, Private Wealth Services
<$5M
1-10
Private
-
2003
CP
Chris PfeifferRegistered Sales Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2000
JS
Joseph StorySenior Account Executive
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Besselman Wealth Planners Tech Stack

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Frequently Asked Questions Regarding Besselman Wealth Planners

What is Besselman Wealth Planners's official website?
Besselman Wealth Planners's official website is www.besselmanwp.com
What is Besselman Wealth Planners's Revenue?
Besselman Wealth Planners's revenue is $7.6 Million
What is Besselman Wealth Planners's SIC code?
Besselman Wealth Planners's SIC: 62,628
What is Besselman Wealth Planners's NAICS code?
Besselman Wealth Planners's NAICS: 52,523
How many employees does Besselman Wealth Planners have?
Besselman Wealth Planners has 1-10 employees
What industry does Besselman Wealth Planners belong to?
Besselman Wealth Planners is in the industry of: Finance, Securities Trading
What is Besselman Wealth Planners competition?
Besselman Wealth Planners top competitors include: Capital Financial Benefit Solutions, Dunn Financial Services, Hoover & Associates, Harlan Miller & Associates
What technology does Besselman Wealth Planners use?
Some of the popular technologies that Besselman Wealth Planners uses are: Cloudflare Website Optimization, Smarsh, Google Tag Manager, GoDaddy DNS
How do I contact Besselman Wealth Planners?
Besselman Wealth Planners contact info: Phone number: (504) 831-3506 Website: www.besselmanwp.com
What does Besselman Wealth Planners do?

Besselman Wealth Planners specializes in providing customized financial planning services to a diverse clientele, including individual investors, families, entrepreneurs, and executives. With a focus on enhancing financial wellness, the firm employs a three-step process to identify client needs, analyze financial situations, and implement tailored... strategies. Celebrating over 50 years of service, Besselman Wealth Planners emphasizes building durable relationships based on respect and communication. Their comprehensive offerings include individual planning, retirement planning, employee benefits, and executive planning.Read More

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

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