SS
Client Experience Coordinator
MG
Client Service Associate
AT
Financial Advisor & Managing Partner
JC
Certified Investment Management Analyst & Inv...
CH
Financial Advisor
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Conestoga Wealth Partners
Finance · Washington, United States · 1-10 Employees
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Overview
Headquarters
3226 Rosedale St Ste 200, Gig Harbor, Wa...Phone Number
(253) 358-7966Website
www.conestogawealth.comRevenue
$6.3 MillionIndustry
About Conestoga Wealth Partners
Conestoga Wealth Partners is a boutique financial planning and wealth management firm located in Gig Harbor, Washington, serving families and businesses in the greater Pacific Northwest and beyond. They offer a range of services including investment guidance, retirement planning, tax-efficient strategies, and estate planning. The firm prides itself on providing personalized, dependable advice and maintaining high standards of integrity and professionalism. Their commitment to understanding clients' financial situations helps them deliver tailored solutions to achieve financial goals.Explore more
Conestoga Wealth Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Conestoga Wealth Partners
$6.3M
1-10
Private
-
2011
KC
Klaudia ConradtFinancial Advisor & Portfolio Manager & Partner
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Conestoga Wealth Partners is a boutique financial planning and wealth management firm located in Gig Harbor, Washington, serving families and businesses in the greater Pacific Northwest and beyond. They offer a range of services including investment guidance, retirement planning, tax-efficient strategies, and estate planning. The firm prides itself... Read More
