Exclusive Trusts

Finance · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Jun
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Aug
ZI Rank
1
1
1
1
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1

About Exclusive Trusts

Wealth Strategies USA offers financial services focused on safeguarding assets and enhancing financial futures through charitable donations. Their Safe Money Programs protect savings from market losses while providing tax-free income and guaranteed lifetime income options. The company also specializes in advanced trust planning, helping clients structure trusts to protect assets and minimize taxes. Their intended clients include individuals seeking retirement planning, wealth management, and asset protection strategies.Explore more
Popular SearchesExclusive Trusts LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Exclusive Trusts

<$5M
1-10
Private
-
-
N/A
$6.2M
11-50
Private
-
1984
<$5M
1-10
Private
-
2016
AA
Alexandra AlexandrouDirector, Operations
<$5M
1-10
Private
-
-
<$5M
1-10
Private
<$5M
2010
N/A
<$5M
1-10
Private
-
1986
KF
Kevin FuscoVice President
<$5M
1-10
Private
-
2015
MJ
Michael JelormineFinancial Founder & Managing Director & Planner
Illustration of an envelope

Exclusive Trusts Tech Stack

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Frequently Asked Questions Regarding Exclusive Trusts

What is Exclusive Trusts's official website?
Exclusive Trusts's official website is www.exclusivetrusts.com
What is Exclusive Trusts's Revenue?
Exclusive Trusts's revenue is <$5 Million
What is Exclusive Trusts's SIC code?
Exclusive Trusts's SIC: 62,628
What is Exclusive Trusts's NAICS code?
Exclusive Trusts's NAICS: 52,523
How many employees does Exclusive Trusts have?
Exclusive Trusts has 1-10 employees
What industry does Exclusive Trusts belong to?
Exclusive Trusts is in the industry of: Finance, Securities Trading
What is Exclusive Trusts competition?
Exclusive Trusts top competitors include: Fusco Financial Associates, Charter Trust, Cane Financial Group, Tripple Financial Service
What technology does Exclusive Trusts use?
Some of the popular technologies that Exclusive Trusts uses are: Just Host
What does Exclusive Trusts do?

Wealth Strategies USA offers financial services focused on safeguarding assets and enhancing financial futures through charitable donations. Their Safe Money Programs protect savings from market losses while providing tax-free income and guaranteed lifetime income options. The company also specializes in advanced trust planning, helping clients str... ucture trusts to protect assets and minimize taxes. Their intended clients include individuals seeking retirement planning, wealth management, and asset protection strategies.Read More

Is Exclusive Trusts a public company?
Exclusive Trusts is private company therefore does not currently have an official ticker symbol
See more information about Exclusive Trusts

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