C 2 Wealth Strategies

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

311 Magnolia Ave Ste 107, Fairhope, Alab...

Phone Number

(251) 210-6156

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
2

About C 2 Wealth Strategies

C2 Wealth Strategies is an independent financial services firm dedicated to helping clients create and manage wealth through comprehensive financial planning, investment management, risk management, tax planning, and estate planning. The firm prioritizes building long-term relationships with individuals, couples, families, and business owners, ensuring personalized service tailored to each client's unique needs. With a commitment to integrity and a family-centric approach, C2 Wealth Strategies aims to reduce financial worries and empower clients to achieve their financial goals. Their team of experienced advisors collaborates to provide holistic solutions that adapt to clients' evolving life stages and financial situations.Explore more
C 2 Wealth Strategies's Social MediaPopular SearchesC 2 Wealth StrategiesC2 Wealth StrategiesSquared Wealth ManagementC Squared LLCC Squared Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

C 2 Wealth Strategies Org Chart

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Company Name

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Type

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Founded In

Top Executive

C 2 Wealth Strategies

<$5M
1-10
Private
-
2009
MM
Michael MaskillVice President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2011
SD
Sandra DunneDirector, Business Development
<$5M
1-10
Private
-
2019
Avi Ziv, Founder & Chief Executive Officer at Legado Wealth Management
Avi ZivFounder & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
AO
Abraham OtoupalSenior Vice President, Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

C 2 Wealth Strategies is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

C 2 Wealth Strategies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about C 2 Wealth Strategies.

C 2 Wealth Strategies Tech Stack

A closer look at the technologies used by C 2 Wealth Strategies

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Frequently Asked Questions Regarding C 2 Wealth Strategies

What is C 2 Wealth Strategies's official website?
C 2 Wealth Strategies's official website is www.c2wealth.com
What is C 2 Wealth Strategies's Revenue?
C 2 Wealth Strategies's revenue is <$5 Million
What is C 2 Wealth Strategies's SIC code?
C 2 Wealth Strategies's SIC: 62,628
What is C 2 Wealth Strategies's NAICS code?
C 2 Wealth Strategies's NAICS: 52,523
How many employees does C 2 Wealth Strategies have?
C 2 Wealth Strategies has 1-10 employees
What industry does C 2 Wealth Strategies belong to?
C 2 Wealth Strategies is in the industry of: Finance, Securities Trading
What is C 2 Wealth Strategies competition?
C 2 Wealth Strategies top competitors include: Otoupal Generational Wealth Management, Fischer Investment Strategies, Legado Wealth Management, Swank Financial Strategies
What technology does C 2 Wealth Strategies use?
Some of the popular technologies that C 2 Wealth Strategies uses are: AppRiver, Smarsh, Google Font API, Microsoft 365
How do I contact C 2 Wealth Strategies?
C 2 Wealth Strategies contact info: Phone number: (251) 210-6156 Website: www.c2wealth.com
What does C 2 Wealth Strategies do?

C2 Wealth Strategies is an independent financial services firm dedicated to helping clients create and manage wealth through comprehensive financial planning, investment management, risk management, tax planning, and estate planning. The firm prioritizes building long-term relationships with individuals, couples, families, and business owners, ensu... ring personalized service tailored to each client's unique needs. With a commitment to integrity and a family-centric approach, C2 Wealth Strategies aims to reduce financial worries and empower clients to achieve their financial goals. Their team of experienced advisors collaborates to provide holistic solutions that adapt to clients' evolving life stages and financial situations.Read More

What are C 2 Wealth Strategies social media links?
C 2 Wealth Strategies Linkedin page C 2 Wealth Strategies Facebook page
Is C 2 Wealth Strategies a public company?
C 2 Wealth Strategies is private company therefore does not currently have an official ticker symbol
See more information about C 2 Wealth Strategies

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