Colarossi & Williams

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1 Suffolk Sq Ste 550, Islandia, New York...

Phone Number

(631) 300-4320

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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1

About Colarossi & Williams

Williams Wealth Planners is a financial planning firm based in Islandia, NY, with over 35 years of experience in creating tailored financial plans for individuals, families, and business owners. The company offers a wide range of services including comprehensive financial planning, retirement planning, estate planning, and tax strategies. Their team, led by seasoned financial advisor Thomas, is dedicated to empowering clients to secure their financial futures and build lasting legacies. With a commitment to personalized service and access to extensive resources through their affiliation with Commonwealth Financial Network, they provide unbiased recommendations tailored to each client's unique goals.Explore more
Colarossi & Williams's Social MediaPopular SearchesColarossi & WilliamsColaross WilliamsColarossi & Williams IncColaross & WilliamsColaross And WilliamsSIC Code 62,628NAICS Code 52,523Show more

Colarossi & Williams Org Chart

PhoneEmail
EB
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Client Relationship Manager

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TW
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Financial Planning Associate

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RC
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Financial Advisor

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BW
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Colarossi & Williams

<$5M
1-10
Private
-
2005
EB
Eileen BalsamoClient Relationship Manager
<$5M
1-10
Private
-
1994
JR
James RoseMens Team Captain
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
James Canady, Partner, Chief Financial Officer, and Financial Planner and Advisor at Atlantic Wealth Management
James CanadyPartner, Chief Financial Officer, and Financial Planner and Advisor
<$5M
1-10
Private
-
1992
AG
Adam GiammarinaroInvestment Advisor & Representative
<$5M
1-10
Private
-
2003
EG
Ellen GregoryAdministrative Assistant & Manager, Client Services
<$5M
1-10
Private
-
1980
WF
William Clay FreyFounder & President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Colarossi & Williams is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Colarossi & Williams is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Colarossi & Williams.

Colarossi & Williams Tech Stack

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Frequently Asked Questions Regarding Colarossi & Williams

What is Colarossi & Williams's official website?
Colarossi & Williams's official website is www.cwplanners.com
What is Colarossi & Williams's Revenue?
Colarossi & Williams's revenue is <$5 Million
What is Colarossi & Williams's SIC code?
Colarossi & Williams's SIC: 62,628
What is Colarossi & Williams's NAICS code?
Colarossi & Williams's NAICS: 52,523
How many employees does Colarossi & Williams have?
Colarossi & Williams has 1-10 employees
What industry does Colarossi & Williams belong to?
Colarossi & Williams is in the industry of: Finance, Securities Trading
What is Colarossi & Williams competition?
Colarossi & Williams top competitors include: Severn Financial Advisors, Herrin Financial, Camelback Retirement Planners, WealthPort
What technology does Colarossi & Williams use?
Some of the popular technologies that Colarossi & Williams uses are: DocuSign, DigiCert, Amazon Web Hosting
How do I contact Colarossi & Williams?
Colarossi & Williams contact info: Phone number: (631) 300-4320 Website: www.cwplanners.com
What does Colarossi & Williams do?

Williams Wealth Planners is a financial planning firm based in Islandia, NY, with over 35 years of experience in creating tailored financial plans for individuals, families, and business owners. The company offers a wide range of services including comprehensive financial planning, retirement planning, estate planning, and tax strategies. Their tea... m, led by seasoned financial advisor Thomas, is dedicated to empowering clients to secure their financial futures and build lasting legacies. With a commitment to personalized service and access to extensive resources through their affiliation with Commonwealth Financial Network, they provide unbiased recommendations tailored to each client's unique goals.Read More

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

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