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
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
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1
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
SS
Client Experience Coordinator
MG
Client Service Associate
AT
Financial Advisor & Managing Partner
PM
Financial Advisor & Partner
JC
Certified Investment Management Analyst & Inv...
CH
Financial Advisor
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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
Company Profile Activity
Activity Insights
Conestoga Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Conestoga Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Conestoga Wealth Partners.
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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
