CV Wealth Management Group

Finance · 1-10 Employees

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Overview

Revenue

$9.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1

About CV Wealth Management Group

CV Wealth Management Group, led by Chris Vetrano, specializes in financial services including wealth building, retirement planning, and investment strategies. With over 24 years of experience, they serve clients in the Tri-State area of NY, NJ, and PA, offering personalized consultations both virtually and in-person. The firm prides itself on providing unbiased financial advice without proprietary products or sales quotas, ensuring clients' best interests are prioritized. Their diverse offerings include stocks, bonds, mutual funds, annuities, and insurance, tailored to meet individual financial goals.Explore more
CV Wealth Management Group's Social MediaPopular SearchesCV Wealth Management GroupSIC Code 62,628NAICS Code 52,523Show more

CV Wealth Management Group Org Chart

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Investment Advisor & Securities Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CV Wealth Management Grou...

$9.1M
1-10
Private
-
2007
CV
Chris VetranoInvestment Advisor & Securities Principal
$6.1M
1-10
Private
-
2006
$5.3M
1-10
Private
-
2010
Laura Miller, Chief of Staff at Paradigm Wealth Advisory
Laura MillerChief of Staff
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
JS
John SokolSenior Investment Strategist
<$5M
1-10
Private
-
-
JR
John RobinsonOwner, Financial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

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Frequently Asked Questions Regarding CV Wealth Management Group

What is CV Wealth Management Group's official website?
CV Wealth Management Group's official website is www.cvwealthmgtgroup.com
What is CV Wealth Management Group's Revenue?
CV Wealth Management Group's revenue is $9.1 Million
What is CV Wealth Management Group's SIC code?
CV Wealth Management Group's SIC: 62,628
What is CV Wealth Management Group's NAICS code?
CV Wealth Management Group's NAICS: 52,523
How many employees does CV Wealth Management Group have?
CV Wealth Management Group has 1-10 employees
What industry does CV Wealth Management Group belong to?
CV Wealth Management Group is in the industry of: Finance, Securities Trading
What is CV Wealth Management Group competition?
CV Wealth Management Group top competitors include: Preservation Wealth, radiclewealth.com, The Holben Group, Yeomans Consulting Group
What does CV Wealth Management Group do?

CV Wealth Management Group, led by Chris Vetrano, specializes in financial services including wealth building, retirement planning, and investment strategies. With over 24 years of experience, they serve clients in the Tri-State area of NY, NJ, and PA, offering personalized consultations both virtually and in-person. The firm prides itself on provi... ding unbiased financial advice without proprietary products or sales quotas, ensuring clients' best interests are prioritized. Their diverse offerings include stocks, bonds, mutual funds, annuities, and insurance, tailored to meet individual financial goals.Read More

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

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