Continuum Wealth Advisors

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

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Overview

Headquarters

18 Division St Ste 207B, Saratoga Spring...

Phone Number

(518) 583-4050

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Continuum Wealth Advisors

Continuum Wealth Advisors, LLC is a fee-based fiduciary financial advisory firm located in Saratoga Springs, NY, specializing in helping pre-retirees and retirees manage their finances. The firm focuses on reducing taxes, protecting investments, and creating reliable income streams for clients to enjoy a stress-free retirement. Their approach combines technical expertise with personalized care, ensuring that each client's unique financial situation is addressed. Continuum Wealth Advisors aims to provide comprehensive financial planning that coordinates all aspects of a client's financial life.Explore more
Continuum Wealth Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Continuum Wealth Advisors Org Chart

PhoneEmail
PK
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Director, Financial Planning

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BG
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Portfolio Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Continuum Wealth Advisors

<$5M
1-10
Private
-
2010
PK
Patrick KalishDirector, Financial Planning
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
Illustration of an envelope

Continuum Wealth Advisors Tech Stack

A closer look at the technologies used by Continuum Wealth Advisors

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Frequently Asked Questions Regarding Continuum Wealth Advisors

What is Continuum Wealth Advisors's official website?
Continuum Wealth Advisors's official website is www.contwealth.com
What is Continuum Wealth Advisors's Revenue?
Continuum Wealth Advisors's revenue is <$5 Million
What is Continuum Wealth Advisors's SIC code?
Continuum Wealth Advisors's SIC: 62,628
What is Continuum Wealth Advisors's NAICS code?
Continuum Wealth Advisors's NAICS: 52,523
How many employees does Continuum Wealth Advisors have?
Continuum Wealth Advisors has 1-10 employees
What industry does Continuum Wealth Advisors belong to?
Continuum Wealth Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Continuum Wealth Advisors competition?
Continuum Wealth Advisors top competitors include: Klauenberg Retirement Solutions, Bay Harbor Wealth Management
What technology does Continuum Wealth Advisors use?
Some of the popular technologies that Continuum Wealth Advisors uses are: MailChimp, MailChimp SPF, Google Tag Manager, Amazon Web Hosting
How do I contact Continuum Wealth Advisors?
Continuum Wealth Advisors contact info: Phone number: (518) 583-4050 Website: www.contwealth.com
What does Continuum Wealth Advisors do?

Continuum Wealth Advisors, LLC is a fee-based fiduciary financial advisory firm located in Saratoga Springs, NY, specializing in helping pre-retirees and retirees manage their finances. The firm focuses on reducing taxes, protecting investments, and creating reliable income streams for clients to enjoy a stress-free retirement. Their approach combi... nes technical expertise with personalized care, ensuring that each client's unique financial situation is addressed. Continuum Wealth Advisors aims to provide comprehensive financial planning that coordinates all aspects of a client's financial life.Read More

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

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