Dodds Wealth Advisors

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

1400 Marsh Landing Pkwy Ste 105, Jackson...

Phone Number

(904) 834-2049

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Dodds Wealth Advisors

Dodds Wealth Advisors provides retirement planning, income planning, active portfolio management, estate and legacy planning, risk management, and proactive tax planning services in Central Ohio and Northeast Florida. Founded in 1979, the firm emphasizes a family-oriented approach, treating clients as part of their extended family. With over 100 years of combined financial and retirement planning experience, they aim to guide clients towards financial peace of mind and confidence. Their services are designed for individuals seeking personalized financial strategies tailored to their unique needs and goals.Explore more
Dodds Wealth Advisors's Social MediaPopular SearchesDodds Wealth AdvisorsDodds Investment Group LLCDodds Wealth Advisors - OhioMoney Concepts Capital CorpDodds Wealth Advisors - FloridaSIC Code 62,628NAICS Code 52,523Show more

Dodds Wealth Advisors Org Chart

PhoneEmail
Brian Dodds, President at Dodds Wealth Advisors
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dodds Wealth Advisors

<$5M
11-50
Private
-
1979
Brian Dodds, President at Dodds Wealth Advisors
Brian DoddsPresident
$5.1M
1-10
Private
-
1994
SS
Steven SalernoFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JB
Joseph BangAdministrative Assistant
<$5M
1-10
Private
-
-
RH
Robert HerrmannFounder & CEO
<$5M
1-10
Private
-
1998
PS
Philip SherWealth Advisor
<$5M
1-10
Private
-
2003
NT
Nicholas TrifiroFinancial Executive
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Dodds Wealth Advisors Tech Stack

A closer look at the technologies used by Dodds Wealth Advisors

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Frequently Asked Questions Regarding Dodds Wealth Advisors

What is Dodds Wealth Advisors's official website?
Dodds Wealth Advisors's official website is www.doddswealthadvisors.com
What is Dodds Wealth Advisors's Revenue?
Dodds Wealth Advisors's revenue is <$5 Million
What is Dodds Wealth Advisors's SIC code?
Dodds Wealth Advisors's SIC: 62,628
What is Dodds Wealth Advisors's NAICS code?
Dodds Wealth Advisors's NAICS: 52,523
How many employees does Dodds Wealth Advisors have?
Dodds Wealth Advisors has 11-50 employees
What industry does Dodds Wealth Advisors belong to?
Dodds Wealth Advisors is in the industry of: Finance, Securities Trading
What is Dodds Wealth Advisors competition?
Dodds Wealth Advisors top competitors include: Herrmann Financial Group, Elliott & Elliott Financial, Centaurus Financial, Standard Integrity Wealth Management
What technology does Dodds Wealth Advisors use?
Some of the popular technologies that Dodds Wealth Advisors uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, GoDaddy DNS
How do I contact Dodds Wealth Advisors?
Dodds Wealth Advisors contact info: Phone number: (904) 834-2049 Website: www.doddswealthadvisors.com
What does Dodds Wealth Advisors do?

Dodds Wealth Advisors provides retirement planning, income planning, active portfolio management, estate and legacy planning, risk management, and proactive tax planning services in Central Ohio and Northeast Florida. Founded in 1979, the firm emphasizes a family-oriented approach, treating clients as part of their extended family. With over 100 ye... ars of combined financial and retirement planning experience, they aim to guide clients towards financial peace of mind and confidence. Their services are designed for individuals seeking personalized financial strategies tailored to their unique needs and goals.Read More

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

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