Boden Wealth
Finance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
1027 Mumma Rd, Lemoyne, Pennsylvania, 17...Phone Number
(717) 657-8878Website
www.bodenwealth.comRevenue
<$5 MillionIndustry
About Boden Wealth
Boden Wealth offers personalized wealth management services tailored for individuals, families, and business owners. Their comprehensive approach includes investment management, estate planning, tax strategies, and a focus on relationship management. They utilize a six-step process and specialized resources to align business goals with personal objectives. The firm emphasizes clarity, confidence, and kindness in their client interactions, ensuring a supportive and ethical financial planning experience.Explore more
SIC Code 62,628NAICS Code 52,523Show more
Boden Wealth Org Chart
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Boden Wealth Tech Stack
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Boden Wealth offers personalized wealth management services tailored for individuals, families, and business owners. Their comprehensive approach includes investment management, estate planning, tax strategies, and a focus on relationship management. They utilize a six-step process and specialized resources to align business goals with personal obj... Read More
