Duckett Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

3281 E Guasti Rd Ste 700, Ontario, Calif...

Phone Number

(909) 212-7851

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 Duckett Wealth Management

Duckett Wealth Management is an independent financial advisory firm specializing in retirement planning and investment management. Because we are independent, we are not owned by a brokerage firm or insurance company. We are not driven by sales quotas. Our independence allows us to provide unbiased advice. Our goal is to look at all the different wealth management issues you face, so that we can construct a complete financial blueprint for your life. By providing a wide variety of services under one roof, we help you simplify your finances and create a better plan for the future. Our services include:Explore more
Duckett Wealth Management's Social MediaPopular SearchesDuckett Wealth ManagementClients First Retirement ConsultantsClientsFirst Retirement Consultantsclientsfirstretirement posts Clientsclientsfirstretirement/ ClientsSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Duckett Wealth Management

<$5M
1-10
Private
-
-
N/A
$7.6M
11-50
Private
-
1962
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2013
BO
Brian OwenFinancial Advisor
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Duckett Wealth Management Tech Stack

A closer look at the technologies used by Duckett Wealth Management

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Frequently Asked Questions Regarding Duckett Wealth Management

What is Duckett Wealth Management's official website?
Duckett Wealth Management's official website is www.mapyourretirement.com
What is Duckett Wealth Management's Revenue?
Duckett Wealth Management's revenue is <$5 Million
What is Duckett Wealth Management's SIC code?
Duckett Wealth Management's SIC: 62,628
What is Duckett Wealth Management's NAICS code?
Duckett Wealth Management's NAICS: 52,523
How many employees does Duckett Wealth Management have?
Duckett Wealth Management has 1-10 employees
What industry does Duckett Wealth Management belong to?
Duckett Wealth Management is in the industry of: Finance, Securities Trading
What is Duckett Wealth Management competition?
Duckett Wealth Management top competitors include: Stockade Wealth Management, EverGreen Capital Management, Reynolds Wealth Management, Constant Guidance Financial
What technology does Duckett Wealth Management use?
Some of the popular technologies that Duckett Wealth Management uses are: GoDaddy DNS, Wix, GoDaddy Email Hosting
How do I contact Duckett Wealth Management?
Duckett Wealth Management contact info: Phone number: (909) 212-7851 Website: www.mapyourretirement.com
What does Duckett Wealth Management do?

Duckett Wealth Management is an independent financial advisory firm specializing in retirement planning and investment management. Because we are independent, we are not owned by a brokerage firm or insurance company. We are not driven by sales quotas. Our independence allows us to provide unbiased advice. Our goal is to look at all the different w... ealth management issues you face, so that we can construct a complete financial blueprint for your life. By providing a wide variety of services under one roof, we help you simplify your finances and create a better plan for the future. Our services include:Read More

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

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