Dynasty Advisors

Q: What is Dynasty Advisors's official website?

Dynasty Advisors's official website is www.dynastyadvisors.com

Q: What is Dynasty Advisors's Revenue?

Dynasty Advisors's revenue is <$5 Million

Q: What is Dynasty Advisors's NAICS code?

Dynasty Advisors's NAICS: 52,523

Q: How many employees does Dynasty Advisors have?

Dynasty Advisors has 11-50 employees

Q: What industry does Dynasty Advisors belong to?

Dynasty Advisors is in the industry of: Finance , Securities Trading

Q: What is Dynasty Advisors competition?

Dynasty Advisors top competitors include: Boyer , Forthright Wealth Planning , McDonald Wealth Management , Point Comfort Wealth Management

Q: What technology does Dynasty Advisors use?

Some of the popular technologies that Dynasty Advisors uses are: DocuSign, Cloudflare Website Optimization, Cloudflare CDN, Datadog

Q: How do I contact Dynasty Advisors?

Dynasty Advisors contact info: Phone number: (866) 284-1314 Website: www.dynastyadvisors.com

Q: What does Dynasty Advisors do?

Dynasty Advisors, LLC is a financial organization based in Pennsylvania and New Jersey, specializing in wealth management, retirement planning, risk management, and insurance services. They cater to individuals preparing for retirement, business owners looking for exit strategies, and families planning for college and estate management. With a team... of experienced professionals, they focus on personalized service to address clients' unique financial needs and goals. Their offerings include retirement income planning, employer benefits, and various financial resources to help clients navigate today's financial environment. Read More

Q: What are Dynasty Advisors social media links?

Dynasty Advisors Linkedin page Dynasty Advisors Twitter page Dynasty Advisors Facebook page

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

49 County Road 520 Ste 102, Englishtown,...

Phone Number

(866) 284-1314

Website

www.dynastyadvisors.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Dynasty Advisors

Dynasty Advisors, LLC is a financial organization based in Pennsylvania and New Jersey, specializing in wealth management, retirement planning, risk management, and insurance services. They cater to individuals preparing for retirement, business owners looking for exit strategies, and families planning for college and estate management. With a team of experienced professionals, they focus on personalized service to address clients' unique financial needs and goals. Their offerings include retirement income planning, employer benefits, and various financial resources to help clients navigate today's financial environment.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Dynasty Advisors Org Chart

Phone

Margaret Saulon

Chief Administrative Officer

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William Grundig

Partner and Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dynasty Advisors

<$5M

11-50

Private

<$5M

2004

Margaret SaulonChief Administrative Officer

Forthright Wealth Plannin...

<$5M

11-50

Private

2017

Anthony CapristoManaging Partner, CERTIFIED FINANCIAL PLANNER

Heron Creek Advisors

<$5M

1-10

Private

Anna ButlerOffice Manager

Point Comfort Wealth Mana...

<$5M

1-10

Private

2005

Kelsey SwigartManager, Branch Operations

Boyer

<$5M

1-10

Private

1983

Max GenslerLicensed Administrative Professional

McDonald Wealth Managemen...

<$5M

1-10

Private

2008

Scott McDonaldPresident & Founder

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Dynasty Advisors Tech Stack

A closer look at the technologies used by Dynasty Advisors

DocuSign

Cloudflare Website Optimization

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Frequently Asked Questions Regarding Dynasty Advisors

What is Dynasty Advisors's official website?

Dynasty Advisors's official website is www.dynastyadvisors.com

What is Dynasty Advisors's Revenue?

Dynasty Advisors's revenue is <$5 Million

What is Dynasty Advisors's SIC code?

Dynasty Advisors's SIC: 62,628

What is Dynasty Advisors's NAICS code?

Dynasty Advisors's NAICS: 52,523

How many employees does Dynasty Advisors have?

Dynasty Advisors has 11-50 employees

What industry does Dynasty Advisors belong to?

Dynasty Advisors is in the industry of: Finance, Securities Trading

What is Dynasty Advisors competition?

Dynasty Advisors top competitors include: Boyer, Forthright Wealth Planning, McDonald Wealth Management, Point Comfort Wealth Management

What technology does Dynasty Advisors use?

Some of the popular technologies that Dynasty Advisors uses are: DocuSign, Cloudflare Website Optimization, Cloudflare CDN, Datadog

How do I contact Dynasty Advisors?

Dynasty Advisors contact info: Phone number: (866) 284-1314 Website: www.dynastyadvisors.com

What does Dynasty Advisors do?

What are Dynasty Advisors social media links?

Dynasty Advisors Linkedin page Dynasty Advisors Twitter page Dynasty Advisors Facebook page

Is Dynasty Advisors a public company?

Dynasty Advisors is private company therefore does not currently have an official ticker symbol

See more information about Dynasty Advisors

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