Canoga Wealth Management

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

9 N Main St, Chester, Connecticut, 06412...

Phone Number

(860) 526-5000

Revenue

<$5 Million

Industry

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

Rocket Retirement specializes in providing personalized financial planning and investment management services, particularly focusing on retirement strategies. They cater to individuals seeking guidance in navigating their financial journeys, offering tailored plans based on unique life events and goals. The company emphasizes the use of advanced technology for risk management and easy access to financial resources. Their mission is to simplify complex financial concepts and help clients achieve their envisioned retirement lifestyle.Explore more
Canoga Wealth Management's Social MediaPopular SearchesCanoga Wealth Management LLCCanoga Wealth ManagementCanoga Risk ManagementCanoga Risk Management LLCRisk Management LLCSIC Code 62,628NAICS Code 52,523Show more

Canoga Wealth Management Org Chart

PhoneEmail
JR
United States flag for contact location.

Financial Planner & Founder

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Canoga Wealth Management

<$5M
1-10
Private
-
2009
JR
John RaudatFinancial Planner & Founder
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2009
Richard Bloom, Founder & President at Teton Wealth Management
Richard BloomFounder & President
<$5M
1-10
Private
-
2012
PR
Paul RagonePresident & Manager, Wealth
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Canoga Wealth Management Tech Stack

A closer look at the technologies used by Canoga Wealth Management

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Frequently Asked Questions Regarding Canoga Wealth Management

What is Canoga Wealth Management's official website?
Canoga Wealth Management's official website is www.canogawealth.com
What is Canoga Wealth Management's Revenue?
Canoga Wealth Management's revenue is <$5 Million
What is Canoga Wealth Management's SIC code?
Canoga Wealth Management's SIC: 62,628
What is Canoga Wealth Management's NAICS code?
Canoga Wealth Management's NAICS: 52,523
How many employees does Canoga Wealth Management have?
Canoga Wealth Management has 1-10 employees
What industry does Canoga Wealth Management belong to?
Canoga Wealth Management is in the industry of: Finance, Securities Trading
What is Canoga Wealth Management competition?
Canoga Wealth Management top competitors include: Teton Wealth Management, Chapman Financial Partners, JLB Wealth Management Group, Mundi Financial
What technology does Canoga Wealth Management use?
Some of the popular technologies that Canoga Wealth Management uses are: Proofpoint, Amazon Web Hosting
How do I contact Canoga Wealth Management?
Canoga Wealth Management contact info: Phone number: (860) 526-5000 Website: www.canogawealth.com
What does Canoga Wealth Management do?

Rocket Retirement specializes in providing personalized financial planning and investment management services, particularly focusing on retirement strategies. They cater to individuals seeking guidance in navigating their financial journeys, offering tailored plans based on unique life events and goals. The company emphasizes the use of advanced te... chnology for risk management and easy access to financial resources. Their mission is to simplify complex financial concepts and help clients achieve their envisioned retirement lifestyle.Read More

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

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