Fallon and Associates

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

2976 Triverton Pike Dr Ste 103, Fitchbur...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
1
1
1

About Fallon and Associates

Fallon Wealth Management is a full-service financial planning firm based in Fitchburg, Wisconsin, specializing in retirement, social security, and Medicare planning. With over 20 years of experience, they are dedicated to helping clients navigate their financial goals with integrity and professionalism. The firm focuses on creating tailored financial plans to ensure clients can enjoy a worry-free retirement. Their services are designed for individuals seeking comprehensive financial guidance in the greater Madison area.Explore more
Fallon and Associates's Social MediaPopular SearchesFallon and Associates LLCSIC Code 62,628NAICS Code 52,523Show more

Fallon and Associates Org Chart

PhoneEmail
AR
United States flag for contact location.

Senior Manager, Marketing

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fallon and Associates

<$5M
1-10
Private
<$5M
2009
AR
Amelia RossSenior Manager, Marketing
<$5M
1-10
Private
-
2020
BT
Brian ThomasManaging Partner, Financial Advisor
<$5M
1-10
Private
-
2013
AL
A. LipscombInvestment Advisor & Representative
<$5M
1-10
Private
-
2007
JB
Jeffery BrookshireCertified Financial Planner
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Client Relationship & Operations
<$5M
1-10
Private
-
2001
SG
Suzanne GeyerVice President
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Fallon and Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Fallon and Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fallon and Associates.

Fallon and Associates financials insights

Gather financial insights about Fallon and Associates, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$17K

See All Fallon and Associates's Financials Insights

Fallon and Associates Tech Stack

A closer look at the technologies used by Fallon and Associates

Top Finance Companies

Frequently Asked Questions Regarding Fallon and Associates

What is Fallon and Associates's official website?
Fallon and Associates's official website is www.fallonwealthmgmt.com
What is Fallon and Associates's Revenue?
Fallon and Associates's revenue is <$5 Million
What is Fallon and Associates's SIC code?
Fallon and Associates's SIC: 62,628
What is Fallon and Associates's NAICS code?
Fallon and Associates's NAICS: 52,523
How many employees does Fallon and Associates have?
Fallon and Associates has 1-10 employees
What industry does Fallon and Associates belong to?
Fallon and Associates is in the industry of: Finance, Securities Trading
What is Fallon and Associates competition?
Fallon and Associates top competitors include: The Woodville Group, OWL Private Wealth Advisors, Lipscomb Investment Group, Bollin Wealth Management
What technology does Fallon and Associates use?
Some of the popular technologies that Fallon and Associates uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
What does Fallon and Associates do?

Fallon Wealth Management is a full-service financial planning firm based in Fitchburg, Wisconsin, specializing in retirement, social security, and Medicare planning. With over 20 years of experience, they are dedicated to helping clients navigate their financial goals with integrity and professionalism. The firm focuses on creating tailored financi... al plans to ensure clients can enjoy a worry-free retirement. Their services are designed for individuals seeking comprehensive financial guidance in the greater Madison area.Read More

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

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