CW O'Conner Wealth Advisors

Finance · Georgia, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

3175 Satellite Blvd Ste 110, Duluth, Geo...

Phone Number

(770) 368-9919

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About CW O'Conner Wealth Advisors

C.W. O'Conner is a wealth management firm based in Duluth, GA, providing financial planning, investment management, and business consulting services. The firm caters to privately held business owners, high net worth individuals, and accredited investors, focusing on holistic wealth management that integrates various aspects of clients' financial and personal lives. With a team of fiduciaries, they emphasize understanding clients' unique financial goals and challenges, offering tailored solutions for retirement planning and wealth protection. Their expertise spans multiple industries, allowing them to assist clients in navigating complex financial landscapes.Explore more
CW O'Conner Wealth Advisors's Social MediaPopular SearchesCW O'Conner Wealth Advisors IncC W O'Conner & Associates IncC W O'Conner & AssociatesC W O'Conner Wealth Advisors IncC W Oconner Associates IncSIC Code 62,628NAICS Code 52,523Show more

CW O'Conner Wealth Advisors Org Chart

PhoneEmail
CO
United States flag for contact location.

Team Member

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.
KO
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is CW O'Conner Wealth Advisors your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to CW O'Conner Wealth Advisors

Compare insights from companies similar to CW O'Conner Wealth Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CW O'Conner Wealth Adviso...

<$5M
1-10
Private
-
1995
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2011
JR
John RichardsonCertified Financial Planner (Cfp)
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2019
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CW O'Conner Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CW O'Conner Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CW O'Conner Wealth Advisors.

CW O'Conner Wealth Advisors Tech Stack

A closer look at the technologies used by CW O'Conner Wealth Advisors

Top Finance Companies

Frequently Asked Questions Regarding CW O'Conner Wealth Advisors

What is CW O'Conner Wealth Advisors's official website?
CW O'Conner Wealth Advisors's official website is www.cwoconner.com
What is CW O'Conner Wealth Advisors's Revenue?
CW O'Conner Wealth Advisors's revenue is <$5 Million
What is CW O'Conner Wealth Advisors's SIC code?
CW O'Conner Wealth Advisors's SIC: 62,628
What is CW O'Conner Wealth Advisors's NAICS code?
CW O'Conner Wealth Advisors's NAICS: 52,523
How many employees does CW O'Conner Wealth Advisors have?
CW O'Conner Wealth Advisors has 1-10 employees
What industry does CW O'Conner Wealth Advisors belong to?
CW O'Conner Wealth Advisors is in the industry of: Finance, Securities Trading
What is CW O'Conner Wealth Advisors competition?
CW O'Conner Wealth Advisors top competitors include: Vibrance Wealth Management, RED Seven, Core Wealth Management, Selkirk Wealth Advisors
What technology does CW O'Conner Wealth Advisors use?
Some of the popular technologies that CW O'Conner Wealth Advisors uses are: WordPress.org, Cloudflare Website Optimization, MailChimp, Microsoft 365
How do I contact CW O'Conner Wealth Advisors?
CW O'Conner Wealth Advisors contact info: Phone number: (770) 368-9919 Website: www.cwoconner.com
What does CW O'Conner Wealth Advisors do?

C.W. O'Conner is a wealth management firm based in Duluth, GA, providing financial planning, investment management, and business consulting services. The firm caters to privately held business owners, high net worth individuals, and accredited investors, focusing on holistic wealth management that integrates various aspects of clients' financial an... d personal lives. With a team of fiduciaries, they emphasize understanding clients' unique financial goals and challenges, offering tailored solutions for retirement planning and wealth protection. Their expertise spans multiple industries, allowing them to assist clients in navigating complex financial landscapes.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.