Contour Wealth Management

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1260 E Philadelphia Ave, Gilbertsville, ...

Phone Number

(610) 366-8610

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Contour Wealth Management

Contour Wealth Management, LLC specializes in providing tailored financial strategies to individuals and families, focusing on retirement, estate planning, investment, insurance, and tax services. The company emphasizes building long-term relationships based on trust, honesty, and integrity, ensuring open communication with clients. Their experienced team is dedicated to understanding clients' personal situations, dreams, and risk tolerances to create customized financial roadmaps. Contour Wealth Management aims to guide clients through life's transitions while acting in their best interests.Explore more
Contour Wealth Management's Social MediaPopular SearchesContour Wealth Managementcontourwealth.comContour Wealth Management LLCCetera Advisors LLCContour WealthSIC Code 62,628NAICS Code 52,523Show more

Contour Wealth Management Org Chart

PhoneEmail
LB
United States flag for contact location.

Office Manager

PhoneEmail
JB
United States flag for contact location.

President & Manager, Wealth

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Contour Wealth Management

<$5M
1-10
Private
-
2019
LB
Lindsey BorgeseOffice Manager
<$5M
1-10
Private
-
1998
CJ
Catherine JacksonInvestment Advisor & Insurance Representative & Agent & Tax Professional
<$5M
1-10
Private
-
2012
MR
Mary RobrechtOffice Manager
<$5M
11-50
Private
-
-
BH
Buddy HicksFinancial Advisor
<$5M
1-10
Private
-
2007
DH
Douglas HepburnCompany Founder
<$5M
1-10
Private
<$5M
2017
MS
Marcus StoltzfusFinancial Advisor & Owner
<$5M
1-10
Private
-
2012
RC
Robert CarlsonManaging Member
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Contour Wealth Management Tech Stack

A closer look at the technologies used by Contour Wealth Management

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Frequently Asked Questions Regarding Contour Wealth Management

What is Contour Wealth Management's official website?
Contour Wealth Management's official website is www.contourwealth.com
What is Contour Wealth Management's Revenue?
Contour Wealth Management's revenue is <$5 Million
What is Contour Wealth Management's SIC code?
Contour Wealth Management's SIC: 62,628
What is Contour Wealth Management's NAICS code?
Contour Wealth Management's NAICS: 52,523
How many employees does Contour Wealth Management have?
Contour Wealth Management has 1-10 employees
What industry does Contour Wealth Management belong to?
Contour Wealth Management is in the industry of: Finance, Securities Trading
What is Contour Wealth Management competition?
Contour Wealth Management top competitors include: Hepburn Financial Advisors, GLH&C Financial Services, Atlanta Planning Group, Carlson Wealth
What technology does Contour Wealth Management use?
Some of the popular technologies that Contour Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact Contour Wealth Management?
Contour Wealth Management contact info: Phone number: (610) 366-8610 Website: www.contourwealth.com
What does Contour Wealth Management do?

Contour Wealth Management, LLC specializes in providing tailored financial strategies to individuals and families, focusing on retirement, estate planning, investment, insurance, and tax services. The company emphasizes building long-term relationships based on trust, honesty, and integrity, ensuring open communication with clients. Their experienc... ed team is dedicated to understanding clients' personal situations, dreams, and risk tolerances to create customized financial roadmaps. Contour Wealth Management aims to guide clients through life's transitions while acting in their best interests.Read More

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

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