CWS Wealth Partners

Finance · Nebraska, United States · 1-10 Employees

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Overview

Headquarters

9850 Nicholas St Ste 200, Omaha, Nebrask...

Phone Number

(402) 915-3651

Revenue

<$5 Million

Industry

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

About CWS Wealth Partners

CWS Wealth Partners is dedicated to caring for individuals and their financial well-being by providing comprehensive wealth management services. They focus on understanding each client's values, priorities, challenges, and dreams to create personalized financial plans. With a diverse financial background, the firm aims to help clients achieve financial independence and peace of mind. Their services include organizing, optimizing, implementing, and maintaining financial resources tailored to clients' goals.Explore more
CWS Wealth Partners's Social MediaPopular SearchesCWS Wealth PartnersSIC Code 62,628NAICS Code 52,523Show more

CWS Wealth Partners Org Chart

PhoneEmail
BC
United States flag for contact location.

Partner, Financial Advisor

PhoneEmail
BC
United States flag for contact location.

Partner, Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CWS Wealth Partners

<$5M
1-10
Private
-
-
BC
Brock CastinadoPartner, Financial Advisor
$7.6M
1-10
Private
-
2022
AH
Ashley HaydelDirector, Insurance Operations
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
RC
Rebecca ChaparroDirector, Operations
<$5M
1-10
Private
-
2017
PS
Paul SpencerChief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

CWS Wealth Partners Tech Stack

A closer look at the technologies used by CWS Wealth Partners

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Frequently Asked Questions Regarding CWS Wealth Partners

What is CWS Wealth Partners's official website?
CWS Wealth Partners's official website is www.cwsretirement.com
What is CWS Wealth Partners's Revenue?
CWS Wealth Partners's revenue is <$5 Million
What is CWS Wealth Partners's SIC code?
CWS Wealth Partners's SIC: 62,628
What is CWS Wealth Partners's NAICS code?
CWS Wealth Partners's NAICS: 52,523
How many employees does CWS Wealth Partners have?
CWS Wealth Partners has 1-10 employees
What industry does CWS Wealth Partners belong to?
CWS Wealth Partners is in the industry of: Finance, Securities Trading
What is CWS Wealth Partners competition?
CWS Wealth Partners top competitors include: Dowd Financial Group, Pathfinder Wealth Advisors, Triumph Financial Group, Appaloosa Wealth Management
What technology does CWS Wealth Partners use?
Some of the popular technologies that CWS Wealth Partners uses are: Sentry, Wix, Varnish
How do I contact CWS Wealth Partners?
CWS Wealth Partners contact info: Phone number: (402) 915-3651 Website: www.cwsretirement.com
What does CWS Wealth Partners do?

CWS Wealth Partners is dedicated to caring for individuals and their financial well-being by providing comprehensive wealth management services. They focus on understanding each client's values, priorities, challenges, and dreams to create personalized financial plans. With a diverse financial background, the firm aims to help clients achieve finan... cial independence and peace of mind. Their services include organizing, optimizing, implementing, and maintaining financial resources tailored to clients' goals.Read More

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

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