Cummings Wealth Management

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

759 SW Federal Hwy Ste 212, Stuart, Flor...

Phone Number

(772) 222-0010

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
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1
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About Cummings Wealth Management

Cummings Wealth Management is dedicated to empowering individuals, families, and business owners by helping them achieve their financial goals and ensuring their income lasts a lifetime. They offer a comprehensive range of services including financial planning, retirement planning, estate planning, and tax planning, tailored to meet the unique needs of each client. The firm emphasizes a holistic approach, working closely with clients to develop and implement personalized financial strategies. Their mission is to educate clients and provide ongoing support throughout all of life's milestones, fostering financial confidence and security.Explore more
Cummings Wealth Management's Social MediaPopular SearchesCummings Wealth ManagementMike Cummings CFP®SIC Code 62,628NAICS Code 52,523Show more

Cummings Wealth Management Org Chart

PhoneEmail
AN
United States flag for contact location.

Student Coordinator for the Finance Tutoring ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cummings Wealth Managemen...

<$5M
1-10
Private
-
-
AN
Anthony NguyenStudent Coordinator for the Finance Tutoring Program
$5.5M
11-50
Private
<$5M
2007
JF
Joe FrossVice President
<$5M
1-10
Private
-
-
EF
Eric FletcherDirector, Client Services
<$5M
1-10
Private
-
1997
N/A
<$5M
1-10
Private
-
-
JM
Jennifer MarkwellPresident & CEO & Wealth Advisor
<$5M
1-10
Private
-
1999
JG
Joseph GazallFinancial Gazall Investment & Wealth Management Advisor
<$5M
1-10
Private
-
2007
Emily Harris, Independent Business Owner at Enlightened Wealth Services
Emily HarrisIndependent Business Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cummings Wealth Management Tech Stack

A closer look at the technologies used by Cummings Wealth Management

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Frequently Asked Questions Regarding Cummings Wealth Management

What is Cummings Wealth Management's official website?
Cummings Wealth Management's official website is www.cummingswealth.net
What is Cummings Wealth Management's Revenue?
Cummings Wealth Management's revenue is <$5 Million
What is Cummings Wealth Management's SIC code?
Cummings Wealth Management's SIC: 62,628
What is Cummings Wealth Management's NAICS code?
Cummings Wealth Management's NAICS: 52,523
How many employees does Cummings Wealth Management have?
Cummings Wealth Management has 1-10 employees
What industry does Cummings Wealth Management belong to?
Cummings Wealth Management is in the industry of: Finance, Securities Trading
What is Cummings Wealth Management competition?
Cummings Wealth Management top competitors include: Fross & Fross Wealth Management, Gaia Wealth Management, Stevenson Wealth Management, Enlightened Wealth Services
What technology does Cummings Wealth Management use?
Some of the popular technologies that Cummings Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, HubSpot, Google Font API
How do I contact Cummings Wealth Management?
Cummings Wealth Management contact info: Phone number: (772) 222-0010 Website: www.cummingswealth.net
What does Cummings Wealth Management do?

Cummings Wealth Management is dedicated to empowering individuals, families, and business owners by helping them achieve their financial goals and ensuring their income lasts a lifetime. They offer a comprehensive range of services including financial planning, retirement planning, estate planning, and tax planning, tailored to meet the unique need... s of each client. The firm emphasizes a holistic approach, working closely with clients to develop and implement personalized financial strategies. Their mission is to educate clients and provide ongoing support throughout all of life's milestones, fostering financial confidence and security.Read More

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

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