Florio Wealth Management Group

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1025 Old Country Rd Ste 312, Westbury, N...

Phone Number

(516) 758-2430

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Florio Wealth Management Group

Florio Wealth Management Group specializes in values-based financial planning and investment management, helping clients align their financial goals with their core values. They offer customized blueprints designed to simplify the complex aspects of wealth management, ensuring peace of mind and freedom for their clients. Their services cater to individuals and businesses looking to secure their financial future and achieve an abundant retirement. The firm emphasizes the importance of early planning and organized financial strategies to help clients navigate their unique financial journeys.Explore more
Florio Wealth Management Group's Social MediaPopular SearchesFlorio Wealth Management GroupFlorio - Financial IncFlorio WealthFlorio Wealth ManagementFlorio Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Florio Wealth Management Group Org Chart

PhoneEmail
SW
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Director, Operations

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JB
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Director, Estate Planning

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ST
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Manager, Client Relations & Operations

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MS
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Manager, Client Service & Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Florio Wealth Management ...

<$5M
1-10
Private
-
2017
SW
Shanna WurthDirector, Operations
<$5M
11-50
Private
-
2001
JS
James SchmitzVice President and Partner
<$5M
1-10
Private
-
1992
LF
Larry FleetProduct Manager, Electronic Security
<$5M
1-10
Private
-
2013
CT
Cuong ToChief Risk Officer & Co-Founder, Anchorpoint
<$5M
1-10
Private
-
-
JK
John KadletzFounder & Wealth Advisor
<$5M
1-10
Private
-
-
Tyler Huck, Owner and President at Huck Financial
Tyler HuckOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Florio Wealth Management Group Tech Stack

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Frequently Asked Questions Regarding Florio Wealth Management Group

What is Florio Wealth Management Group's official website?
Florio Wealth Management Group's official website is www.floriowmg.com
What is Florio Wealth Management Group's Revenue?
Florio Wealth Management Group's revenue is <$5 Million
What is Florio Wealth Management Group's SIC code?
Florio Wealth Management Group's SIC: 62,628
What is Florio Wealth Management Group's NAICS code?
Florio Wealth Management Group's NAICS: 52,523
How many employees does Florio Wealth Management Group have?
Florio Wealth Management Group has 1-10 employees
What industry does Florio Wealth Management Group belong to?
Florio Wealth Management Group is in the industry of: Finance, Securities Trading
What is Florio Wealth Management Group competition?
Florio Wealth Management Group top competitors include: AnchorPoint Financial, Full Spectrum Financial Solutions, Huck Financial, JFL Total Wealth Management
What technology does Florio Wealth Management Group use?
Some of the popular technologies that Florio Wealth Management Group uses are: Cloudflare Website Optimization, YouTube, Microsoft 365, Google Tag Manager
How do I contact Florio Wealth Management Group?
Florio Wealth Management Group contact info: Phone number: (516) 758-2430 Website: www.floriowmg.com
What does Florio Wealth Management Group do?

Florio Wealth Management Group specializes in values-based financial planning and investment management, helping clients align their financial goals with their core values. They offer customized blueprints designed to simplify the complex aspects of wealth management, ensuring peace of mind and freedom for their clients. Their services cater to ind... ividuals and businesses looking to secure their financial future and achieve an abundant retirement. The firm emphasizes the importance of early planning and organized financial strategies to help clients navigate their unique financial journeys.Read More

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

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