Bluestone Wealth Partners
Likely to Engage tag.Highly Engaged Employees

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

300 Marconi Blvd Ste 304, Columbus, Ohio...

Phone Number

(614) 854-1991

Revenue

$5.7 Million

Industry

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

Bluestone Wealth Partners is a financial services firm that has been serving Central Ohio and beyond for over 40 years. They offer a range of investment advisory and brokerage services through LPL Financial, catering to clients in various states. The firm comprises multiple teams, including the Martin Team, Michel Team, O'Brien Team, and Agriesti Team, each providing specialized financial services. Their intended clients include residents of the states where they are licensed to operate, focusing on personalized financial solutions.Explore more
Bluestone Wealth Partners's Social MediaPopular SearchesBluestone Wealth PartnersBluestone CorpSIC Code 62,628NAICS Code 52,523Show more

Bluestone Wealth Partners Org Chart

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JK
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Director, Operations

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BH
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Service Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bluestone Wealth Partners

$5.7M
11-50
Private
-
-
JK
Julie KohnDirector, Operations
$6.3M
11-50
Private
-
2011
LK
Larry KooninChief Financial Officer
$5.8M
11-50
Private
-
-
DR
Douglas RichmondDirector, Sagemark Consulting Private Wealth Services
<$5M
11-50
Private
-
2004
<$5M
1-10
Private
-
-
HO
Heather OnestoManager, Client Services
<$5M
1-10
Private
-
2003
NM
Nicole MclaneClient Care Coordinator
<$5M
11-50
Private
-
2014
JD
Jeremy DiTullioFounding Financial Partner & Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Bluestone Wealth Partners Tech Stack

A closer look at the technologies used by Bluestone Wealth Partners

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Frequently Asked Questions Regarding Bluestone Wealth Partners

What is Bluestone Wealth Partners's official website?
Bluestone Wealth Partners's official website is www.bluestonewp.com
What is Bluestone Wealth Partners's Revenue?
Bluestone Wealth Partners's revenue is $5.7 Million
What is Bluestone Wealth Partners's SIC code?
Bluestone Wealth Partners's SIC: 62,628
What is Bluestone Wealth Partners's NAICS code?
Bluestone Wealth Partners's NAICS: 52,523
How many employees does Bluestone Wealth Partners have?
Bluestone Wealth Partners has 11-50 employees
What industry does Bluestone Wealth Partners belong to?
Bluestone Wealth Partners is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Bluestone Wealth Partners competition?
Bluestone Wealth Partners top competitors include: Game Plan Retirement, Cleveland Financial Group, Private Wealth Financial Partners, Summit Asset Management
What technology does Bluestone Wealth Partners use?
Some of the popular technologies that Bluestone Wealth Partners uses are: Cloudflare CDN, Bitly, Proofpoint, Google Font API
How do I contact Bluestone Wealth Partners?
Bluestone Wealth Partners contact info: Phone number: (614) 854-1991 Website: www.bluestonewp.com
What does Bluestone Wealth Partners do?

Bluestone Wealth Partners is a financial services firm that has been serving Central Ohio and beyond for over 40 years. They offer a range of investment advisory and brokerage services through LPL Financial, catering to clients in various states. The firm comprises multiple teams, including the Martin Team, Michel Team, O'Brien Team, and Agriesti T... eam, each providing specialized financial services. Their intended clients include residents of the states where they are licensed to operate, focusing on personalized financial solutions.Read More

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

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