Donnelly
Accounting for Legal Practices · Missouri, United States · 11-50 Employees
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Overview
Headquarters
4207 SE Victory Cir, Lees Summit, Missou...Phone Number
(816) 537-5724Website
www.tdcwealthmgmt.comRevenue
$6.8 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1
About Donnelly
The Donnelly Company specializes in providing comprehensive financial services, including retirement planning, tax preparation and planning, and personalized wealth management. Their goal is to help clients build tax-efficient retirement strategies, minimize tax liabilities, and optimize asset growth. They cater to individuals seeking long-term financial security and confidence in their financial decisions. The company operates in Lees Summit, MO, and offers services through registered investment advisors and non-affiliated entities.Explore more
Popular SearchesDonnelly CoThe Donnelly Company LLCDonally Management LLCDonnellyDonnelly Company LeesSIC Code 72,729NAICS Code 54,541Show more
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Revenue
Number of Employees
Type
Funding
Founded In
Donnelly
$6.8M
11-50
Private
-
2005
N/A
<$5M
11-50
Private
<$5M
2004
MF
Marisa FugateGeneral Partner, Wealth Management Advisor - Tax and Wealth Strategies
Company Profile Activity
Activity Insights
Donnelly is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Donnelly is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Donnelly.
Donnelly Tech Stack
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Frequently Asked Questions Regarding Donnelly
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The Donnelly Company specializes in providing comprehensive financial services, including retirement planning, tax preparation and planning, and personalized wealth management. Their goal is to help clients build tax-efficient retirement strategies, minimize tax liabilities, and optimize asset growth. They cater to individuals seeking long-term fin... Read More
