Contour Wealth Management
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
1260 E Philadelphia Ave, Gilbertsville, ...Phone Number
(610) 366-8610Website
www.contourwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
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 Org Chart
JB
President & Manager, Wealth
DD
Branch Manager
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
1998
GP
Gary PetersonInvestment Advisor & Insurance Representative & Agent & Tax Professional
Company Profile Activity
Activity Insights
Contour Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Contour Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Contour Wealth Management.
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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... Read More
