Celtic Wealth Management Group

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

4800 Fashion Square Blvd Ste 485, Sagina...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Feb
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Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Celtic Wealth Management Group

AQuest Wealth Strategies offers comprehensive wealth and tax management services tailored to individual goals, focusing on investing, retirement, taxes, and succession planning. As independent fiduciary advisors, they provide unbiased financial advice without the pressure of sales quotas, ensuring clients' best interests are prioritized. Their experienced team collaborates to manage all aspects of clients' financial situations, employing sophisticated strategies typically reserved for the wealthy. AQuest aims to empower average Americans to achieve financial freedom through personalized service and fee-based planning.Explore more
Celtic Wealth Management Group's Social MediaPopular SearchesCeltic Wealth Management Group IncSIC Code 62,628NAICS Code 52,523Show more

Celtic Wealth Management Group Org Chart

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Compare Similar Companies to Celtic Wealth Management Group

Compare insights from companies similar to Celtic Wealth Management Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Celtic Wealth Management ...

<$5M
1-10
Private
-
-
ML
Mary LukeAdministrative Assistant
<$5M
11-50
Private
<$5M
-
SC
Sheila ChauFinancial Advisor
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
1901
ME
Michael EnrightBusiness Development Manager, Marketing
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Celtic Wealth Management Group Tech Stack

A closer look at the technologies used by Celtic Wealth Management Group

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Frequently Asked Questions Regarding Celtic Wealth Management Group

What is Celtic Wealth Management Group's official website?
Celtic Wealth Management Group's official website is www.celticwealth.com
What is Celtic Wealth Management Group's Revenue?
Celtic Wealth Management Group's revenue is <$5 Million
What is Celtic Wealth Management Group's SIC code?
Celtic Wealth Management Group's SIC: 62,628
What is Celtic Wealth Management Group's NAICS code?
Celtic Wealth Management Group's NAICS: 52,523
How many employees does Celtic Wealth Management Group have?
Celtic Wealth Management Group has 1-10 employees
What industry does Celtic Wealth Management Group belong to?
Celtic Wealth Management Group is in the industry of: Finance, Securities Trading
What is Celtic Wealth Management Group competition?
Celtic Wealth Management Group top competitors include: Weinberg Financial Advisory, Boston Retirement Group, Copper Canyon Wealth Management, Stephen Napier
What technology does Celtic Wealth Management Group use?
Some of the popular technologies that Celtic Wealth Management Group uses are: reCAPTCHA, JQuery 1.11.1, Adwerx, Proofpoint
What does Celtic Wealth Management Group do?

AQuest Wealth Strategies offers comprehensive wealth and tax management services tailored to individual goals, focusing on investing, retirement, taxes, and succession planning. As independent fiduciary advisors, they provide unbiased financial advice without the pressure of sales quotas, ensuring clients' best interests are prioritized. Their expe... rienced team collaborates to manage all aspects of clients' financial situations, employing sophisticated strategies typically reserved for the wealthy. AQuest aims to empower average Americans to achieve financial freedom through personalized service and fee-based planning.Read More

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

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