Flora & DiPaula Wealth Partners

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

201 International Cir Ste 230, Hunt Vall...

Phone Number

(410) 220-0200

Revenue

<$5 Million

Industry

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

About Flora & DiPaula Wealth Partners

Flora & DiPaula Wealth Partners specializes in comprehensive financial retirement planning, focusing on helping retirees achieve financial independence and peace of mind. The firm prioritizes understanding clients' financial situations and aligning recommendations with their retirement goals, emphasizing integrity and transparency. Their services include retirement planning kits and consultations, aimed at guiding clients through the complexities of financial decision-making. The company is led by experienced professionals Sarah Flora and Mike DiPaula, who are dedicated to supporting clients in navigating their financial futures.Explore more
Flora & DiPaula Wealth Partners's Social MediaPopular SearchesFlora & Dipaula Wealth Partners IncDiPaula Wealth Partners IncDiPaula Wealth PartnersFlora & DiPaula Wealth PartnersFlora and DiPaula Wealth PartnersSIC Code 62,628NAICS Code 52,523Show more

Flora & DiPaula Wealth Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Flora & DiPaula Wealth Pa...

<$5M
1-10
Private
<$5M
2017
<$5M
1-10
Private
-
2006
KC
Kirk CoxInvestment Advisor & Representative
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
GD
Ginny DellManager, Wealth
<$5M
1-10
Private
<$5M
2017
HH
Heather HerringFinancial Services Advisor
<$5M
1-10
Private
<$5M
2015
BF
Bailey FinkelsteinVice President, Business Development
<$5M
1-10
Private
-
2006
DA
David AltmeyerFounder & President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Flora & DiPaula Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Flora & DiPaula Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Flora & DiPaula Wealth Partners.

Flora & DiPaula Wealth Partners financials insights

Gather financial insights about Flora & DiPaula Wealth Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$34K

See All Flora & DiPaula Wealth Partners's Financials Insights

Flora & DiPaula Wealth Partners Tech Stack

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Frequently Asked Questions Regarding Flora & DiPaula Wealth Partners

What is Flora & DiPaula Wealth Partners's official website?
Flora & DiPaula Wealth Partners's official website is www.fdwpretire.com
What is Flora & DiPaula Wealth Partners's Revenue?
Flora & DiPaula Wealth Partners's revenue is <$5 Million
What is Flora & DiPaula Wealth Partners's SIC code?
Flora & DiPaula Wealth Partners's SIC: 62,628
What is Flora & DiPaula Wealth Partners's NAICS code?
Flora & DiPaula Wealth Partners's NAICS: 52,523
How many employees does Flora & DiPaula Wealth Partners have?
Flora & DiPaula Wealth Partners has 1-10 employees
What industry does Flora & DiPaula Wealth Partners belong to?
Flora & DiPaula Wealth Partners is in the industry of: Finance, Securities Trading
What is Flora & DiPaula Wealth Partners competition?
Flora & DiPaula Wealth Partners top competitors include: Moon Rock Wealth Management, Ensign Wealth Management, Altmeyer Financial Group, Financial Longevity Advisory
What technology does Flora & DiPaula Wealth Partners use?
Some of the popular technologies that Flora & DiPaula Wealth Partners uses are: WordPress.org, Cloudflare Website Optimization, Microsoft 365, GoDaddy DNS
How do I contact Flora & DiPaula Wealth Partners?
Flora & DiPaula Wealth Partners contact info: Phone number: (410) 220-0200 Website: www.fdwpretire.com
What does Flora & DiPaula Wealth Partners do?

Flora & DiPaula Wealth Partners specializes in comprehensive financial retirement planning, focusing on helping retirees achieve financial independence and peace of mind. The firm prioritizes understanding clients' financial situations and aligning recommendations with their retirement goals, emphasizing integrity and transparency. Their services i... nclude retirement planning kits and consultations, aimed at guiding clients through the complexities of financial decision-making. The company is led by experienced professionals Sarah Flora and Mike DiPaula, who are dedicated to supporting clients in navigating their financial futures.Read More

What are Flora & DiPaula Wealth Partners social media links?
Flora & DiPaula Wealth Partners Linkedin page
Is Flora & DiPaula Wealth Partners a public company?
Flora & DiPaula Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Flora & DiPaula Wealth Partners

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