Buffalo Valley Wealth Plus
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
110 Chestnut St Ste 103, Mifflinburg, Pe...Phone Number
(570) 597-2235Website
www.bvwealthplus.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Buffalo Valley Wealth Plus
Buffalo Valley Wealth Plus is a registered investment advisor based in Mifflinburg, Pennsylvania, dedicated to acting as a fiduciary for its clients. The firm focuses on reducing financial stress and enhancing personal finance knowledge through services such as investment management, financial coaching, and insurance consulting. With a commitment to community and client interests, BVWP prioritizes people over profits and ensures transparent fee structures. The team is composed of partners with strong local ties, emphasizing continuous learning and availability for their clients.Explore more
Buffalo Valley Wealth Plus Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Buffalo Valley Wealth Plu...
<$5M
1-10
Private
-
2020
LM
Luis MontesinosChief Operating Officer and Insurance Lead
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Buffalo Valley Wealth Plus is experiencing very low activity levels compared to other companies in the Finance sector.
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Buffalo Valley Wealth Plus is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Buffalo Valley Wealth Plus.
Buffalo Valley Wealth Plus Tech Stack
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Frequently Asked Questions Regarding Buffalo Valley Wealth Plus
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Buffalo Valley Wealth Plus is a registered investment advisor based in Mifflinburg, Pennsylvania, dedicated to acting as a fiduciary for its clients. The firm focuses on reducing financial stress and enhancing personal finance knowledge through services such as investment management, financial coaching, and insurance consulting. With a commitment t... Read More
