Bollin Wealth Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

842 W South Boundary St Ste B, Perrysbur...

Phone Number

(419) 878-3934

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Bollin Wealth Management

Bollin Wealth Management is a financial planning firm based in Perrysburg, OH, specializing in wealth management and investment management services. They offer a range of financial planning solutions, including standard financial planning, retainer financial planning, and total wealth management, aimed at helping individuals, families, and businesses achieve their financial and retirement goals. As a Fee-Only Certified Financial Planner Firm, they prioritize acting in their clients' best interests without conflicts of interest. Their unique engineering-based approach to financial planning sets them apart in the industry, focusing on systematic strategies for wealth growth and preservation.Explore more
Bollin Wealth Management's Social MediaPopular SearchesBollin Wealth Management LLCBollin Wealth ManagementBolin Wealth Management LLCBollin Wealth Management 842SIC Code 62,628NAICS Code 52,523Show more

Bollin Wealth Management Org Chart

PhoneEmail
CS
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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bollin Wealth Management

<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
$7.3M
1-10
Private
-
2003
DH
David HunterPrincipal, Certified Financial Planner
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Bollin Wealth Management Tech Stack

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Frequently Asked Questions Regarding Bollin Wealth Management

What is Bollin Wealth Management's official website?
Bollin Wealth Management's official website is www.bollinwealth.com
What is Bollin Wealth Management's Revenue?
Bollin Wealth Management's revenue is <$5 Million
What is Bollin Wealth Management's SIC code?
Bollin Wealth Management's SIC: 62,628
What is Bollin Wealth Management's NAICS code?
Bollin Wealth Management's NAICS: 52,523
How many employees does Bollin Wealth Management have?
Bollin Wealth Management has 1-10 employees
What industry does Bollin Wealth Management belong to?
Bollin Wealth Management is in the industry of: Finance, Securities Trading
What is Bollin Wealth Management competition?
Bollin Wealth Management top competitors include: Focus Financial Network, Furlong Investment Solutions, Horizons Wealth Management, Copper Canyon Wealth Management
What technology does Bollin Wealth Management use?
Some of the popular technologies that Bollin Wealth Management uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Bollin Wealth Management?
Bollin Wealth Management contact info: Phone number: (419) 878-3934 Website: www.bollinwealth.com
What does Bollin Wealth Management do?

Bollin Wealth Management is a financial planning firm based in Perrysburg, OH, specializing in wealth management and investment management services. They offer a range of financial planning solutions, including standard financial planning, retainer financial planning, and total wealth management, aimed at helping individuals, families, and business... es achieve their financial and retirement goals. As a Fee-Only Certified Financial Planner Firm, they prioritize acting in their clients' best interests without conflicts of interest. Their unique engineering-based approach to financial planning sets them apart in the industry, focusing on systematic strategies for wealth growth and preservation.Read More

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

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