B&R Wealth Management

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

35 Huntington St, New London, Connecticu...

Phone Number

(860) 449-8337

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About B&R Wealth Management

B&R Wealth Management, LLC offers comprehensive financial management services, including accumulation, risk management, taxation, business planning, retirement planning, and estate planning. They aim to provide personalized financial guidance to clients, adapting strategies to meet evolving needs and significant life events. The firm emphasizes the importance of a strong relationship with financial professionals to ensure long-term success. Their services are designed for individuals seeking to effectively manage their wealth and navigate the complexities of their financial lives.Explore more
Popular SearchesB&R Wealth Management LLCB & R Wealth Management LLCB & R Wealth ManagementCom B R Wealth Management LLCR Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

B&R Wealth Management

<$5M
1-10
Private
-
2007
N/A
<$5M
11-50
Private
-
2008
DF
David FloydDirector, Operations
<$5M
1-10
Private
-
-
JR
Jennifer RouleauDirector, Client Services
<$5M
1-10
Private
-
1997
JB
John BacciFounder & President
<$5M
1-10
Private
-
1999
LH
Lindsey HardyDirector, Operations
<$5M
1-10
Private
-
1990
Ernest Johnson, Managing Director at Ernst Financial Group
Ernest JohnsonManaging Director
<$5M
1-10
Private
-
2017
DC
Daniel CarthewWealth Advisor & Group Director, Retirement Plan Services
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

B&R Wealth Management Tech Stack

A closer look at the technologies used by B&R Wealth Management

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Frequently Asked Questions Regarding B&R Wealth Management

What is B&R Wealth Management's official website?
B&R Wealth Management's official website is www.brwealthmanagement.com
What is B&R Wealth Management's Revenue?
B&R Wealth Management's revenue is <$5 Million
What is B&R Wealth Management's SIC code?
B&R Wealth Management's SIC: 62,628
What is B&R Wealth Management's NAICS code?
B&R Wealth Management's NAICS: 52,523
How many employees does B&R Wealth Management have?
B&R Wealth Management has 1-10 employees
What industry does B&R Wealth Management belong to?
B&R Wealth Management is in the industry of: Finance, Securities Trading
What is B&R Wealth Management competition?
B&R Wealth Management top competitors include: Grandview Partners, Commonwealth Financial Network, Foundation Financial Advisors, Ernst Financial Group
What technology does B&R Wealth Management use?
Some of the popular technologies that B&R Wealth Management uses are: DocuSign, Drupal, PHP, Cloudflare Website Optimization
How do I contact B&R Wealth Management?
B&R Wealth Management contact info: Phone number: (860) 449-8337 Website: www.brwealthmanagement.com
What does B&R Wealth Management do?

B&R Wealth Management, LLC offers comprehensive financial management services, including accumulation, risk management, taxation, business planning, retirement planning, and estate planning. They aim to provide personalized financial guidance to clients, adapting strategies to meet evolving needs and significant life events. The firm emphasizes the... importance of a strong relationship with financial professionals to ensure long-term success. Their services are designed for individuals seeking to effectively manage their wealth and navigate the complexities of their financial lives.Read More

Is B&R Wealth Management a public company?
B&R Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about B&R Wealth Management

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