Gallagher Pool Wealth Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

6520 Centerville Business Pkwy, Centervi...

Phone Number

(937) 435-1234

Revenue

<$5 Million

Industry

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

About Gallagher Pool Wealth Management

Gallagher Pool Wealth Management, located in Centerville, Ohio, specializes in providing tailored wealth strategies that cater to the unique asset management needs of their clients. They offer a comprehensive range of services including investment management, retirement planning, family office planning, and insurance strategies. The firm utilizes their proprietary Wealth GPS financial planning process to align investment recommendations with clients' financial goals and risk tolerance. Their target clients include individuals and families seeking professional guidance in managing and transferring their wealth effectively.Explore more
Gallagher Pool Wealth Management's Social MediaPopular SearchesGallagher Pool Wealth ManagementGallagher PoolGallagher Pool WealthGallagher Pool Wealth Management Allgallagher pool wealth management LLCSIC Code 62,628NAICS Code 52,523Show more

Gallagher Pool Wealth Management Org Chart

PhoneEmail
JO
United States flag for contact location.

Vice President, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gallagher Pool Wealth Man...

<$5M
1-10
Private
-
2012
JO
Judy OaksVice President, Operations
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Client Relationship & Operations
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Gallagher Pool Wealth Management Tech Stack

A closer look at the technologies used by Gallagher Pool Wealth Management

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Frequently Asked Questions Regarding Gallagher Pool Wealth Management

What is Gallagher Pool Wealth Management's official website?
Gallagher Pool Wealth Management's official website is www.gallagher-pool.com
What is Gallagher Pool Wealth Management's Revenue?
Gallagher Pool Wealth Management's revenue is <$5 Million
What is Gallagher Pool Wealth Management's SIC code?
Gallagher Pool Wealth Management's SIC: 62,628
What is Gallagher Pool Wealth Management's NAICS code?
Gallagher Pool Wealth Management's NAICS: 52,523
How many employees does Gallagher Pool Wealth Management have?
Gallagher Pool Wealth Management has 1-10 employees
What industry does Gallagher Pool Wealth Management belong to?
Gallagher Pool Wealth Management is in the industry of: Finance, Securities Trading
What is Gallagher Pool Wealth Management competition?
Gallagher Pool Wealth Management top competitors include: Vibrance Wealth Management, Reynolds Wealth Management, Stockade Wealth Management, Goodrich and Associates
What technology does Gallagher Pool Wealth Management use?
Some of the popular technologies that Gallagher Pool Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Google Font API, Google Tag Manager
How do I contact Gallagher Pool Wealth Management?
Gallagher Pool Wealth Management contact info: Phone number: (937) 435-1234 Website: www.gallagher-pool.com
What does Gallagher Pool Wealth Management do?

Gallagher Pool Wealth Management, located in Centerville, Ohio, specializes in providing tailored wealth strategies that cater to the unique asset management needs of their clients. They offer a comprehensive range of services including investment management, retirement planning, family office planning, and insurance strategies. The firm utilizes t... heir proprietary Wealth GPS financial planning process to align investment recommendations with clients' financial goals and risk tolerance. Their target clients include individuals and families seeking professional guidance in managing and transferring their wealth effectively.Read More

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

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