Burbank Wealth Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

60 William St Ste 210, Wellesley, Massac...

Phone Number

(781) 304-4330

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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2
1
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1

About Burbank Wealth Management

Burbank Wealth Management is a financial advisory firm based in Wellesley, MA, with a legacy spanning over three generations. The firm specializes in assisting individuals and families in achieving their personal and long-term financial goals through a generational approach to wealth management. With a dedicated team of six members, they have established a strong presence in the New England area and have been recognized as one of the 2025 Forbes Best-in-State Wealth Management Teams. Their services are tailored for clients across various states, focusing on investment and financial planning.Explore more
Burbank Wealth Management's Social MediaPopular SearchesBurbank Wealth ManagementBurbank Wealth Management LLCBurbank Management CorpPeter N BurbankPeter N Burbank AGTSIC Code 62,628NAICS Code 52,523Show more

Burbank Wealth Management Org Chart

PhoneEmail
EM
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Assistant Branch Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Burbank Wealth Management

<$5M
1-10
Private
-
2019
EM
Ellen McCormackAssistant Branch Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
LB
Lacy BaileyClient Associate
<$5M
1-10
Private
-
-
Craig Pittman, President at Pittman Wealth Management
Craig PittmanPresident
<$5M
1-10
Private
-
2018
DS
David StepanekVice President, Wealth Advisor
<$5M
1-10
Private
-
2019
JK
Jodie KesslerRegistered Senior Administrative Assistant
<$5M
1-10
Private
-
-
GJ
Garrett JacksonFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Burbank Wealth Management Tech Stack

A closer look at the technologies used by Burbank Wealth Management

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Frequently Asked Questions Regarding Burbank Wealth Management

What is Burbank Wealth Management's official website?
Burbank Wealth Management's official website is www.burbankwm.com
What is Burbank Wealth Management's Revenue?
Burbank Wealth Management's revenue is <$5 Million
What is Burbank Wealth Management's SIC code?
Burbank Wealth Management's SIC: 62,628
What is Burbank Wealth Management's NAICS code?
Burbank Wealth Management's NAICS: 52,523
How many employees does Burbank Wealth Management have?
Burbank Wealth Management has 1-10 employees
What industry does Burbank Wealth Management belong to?
Burbank Wealth Management is in the industry of: Finance, Securities Trading
What is Burbank Wealth Management competition?
Burbank Wealth Management top competitors include: Green Wealth Management Group, Gomberg Mcquilkin Wealth Management Group, Campbell Wealth Management, BVJ Wealth Management
What technology does Burbank Wealth Management use?
Some of the popular technologies that Burbank Wealth Management uses are: reCAPTCHA, Cloudflare Website Optimization, Proofpoint, Google Tag Manager
How do I contact Burbank Wealth Management?
Burbank Wealth Management contact info: Phone number: (781) 304-4330 Website: www.burbankwm.com
What does Burbank Wealth Management do?

Burbank Wealth Management is a financial advisory firm based in Wellesley, MA, with a legacy spanning over three generations. The firm specializes in assisting individuals and families in achieving their personal and long-term financial goals through a generational approach to wealth management. With a dedicated team of six members, they have estab... lished a strong presence in the New England area and have been recognized as one of the 2025 Forbes Best-in-State Wealth Management Teams. Their services are tailored for clients across various states, focusing on investment and financial planning.Read More

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

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