Boardwalk Wealth Management
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
2900 Golfside Dr Ste 9, Ann Arbor, Michi...Phone Number
(734) 476-0320Website
www.boardwalkwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
1
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1
About Boardwalk Wealth Management
Boardwalk Wealth Management offers personalized financial planning and investment management services tailored for busy professionals, small business owners, affluent individuals, families, pre-retirees, and retirees. They focus on creating customized financial strategies that align with clients' unique goals, including investment management, risk management, and retirement planning. The firm emphasizes a collaborative approach, ensuring clients feel supported and informed throughout the financial planning process. Located in Ann Arbor, MI, they aim to alleviate financial concerns and guide clients towards financial freedom.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Boardwalk Wealth Manageme...
<$5M
1-10
Private
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N/A
Company Profile Activity
Activity Insights
Boardwalk Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Boardwalk Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Boardwalk Wealth Management.
Boardwalk Wealth Management Tech Stack
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Boardwalk Wealth Management offers personalized financial planning and investment management services tailored for busy professionals, small business owners, affluent individuals, families, pre-retirees, and retirees. They focus on creating customized financial strategies that align with clients' unique goals, including investment management, risk... Read More
