Gateway Wealth Management

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2953 Sandringham Pl, Sarasota, Florida, ...

Phone Number

(914) 833-3120

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Gateway Wealth Management

Gateway Financial Management specializes in financial planning and wealth management, serving as a long-term partner to help clients navigate their financial decisions with confidence. They offer a range of services including accumulation strategies, retirement planning, estate planning, insurance and risk management, tax planning, and education funding. The firm is dedicated to providing clear explanations and tailored strategies that align with clients' realities and goals. Their approach emphasizes building a comprehensive financial plan that allows clients to focus on living their lives while ensuring their financial future is secure.Explore more
Gateway Wealth Management's Social MediaPopular SearchesGateway Wealth ManagementGateway Wealth IncGateway Wealth Management LLCgateway wealth investments LLCGateway Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

Gateway Wealth Management Org Chart

PhoneEmail
LH
United States flag for contact location.

Operating Partner

PhoneEmail
MH
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Financial Advisor

PhoneEmail
MH
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Advisor Emeritus

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gateway Wealth Management

<$5M
1-10
Private
-
2004
LH
Lorraine HanniganOperating Partner
<$5M
1-10
Private
-
1998
RD
Ruger DunnHead of Security
<$5M
1-10
Private
-
-
JS
John ShiblesManaging Partner, Wealth Advisor
<$5M
1-10
Private
-
2014
NF
Nicole FrancisFinancial Advisor
<$5M
1-10
Private
-
2009
VC
Victoria CegerenkoManager, Client Services & Operations
<$5M
1-10
Private
-
2006
NK
Nicholas KarczFinancial Advisor & Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Gateway Wealth Management Tech Stack

A closer look at the technologies used by Gateway Wealth Management

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Frequently Asked Questions Regarding Gateway Wealth Management

What is Gateway Wealth Management's official website?
Gateway Wealth Management's official website is www.gatewaywealthmgmt.com
What is Gateway Wealth Management's Revenue?
Gateway Wealth Management's revenue is <$5 Million
What is Gateway Wealth Management's SIC code?
Gateway Wealth Management's SIC: 62,628
What is Gateway Wealth Management's NAICS code?
Gateway Wealth Management's NAICS: 52,523
How many employees does Gateway Wealth Management have?
Gateway Wealth Management has 1-10 employees
What industry does Gateway Wealth Management belong to?
Gateway Wealth Management is in the industry of: Finance, Securities Trading
What is Gateway Wealth Management competition?
Gateway Wealth Management top competitors include: Hudson Advisory Group, Stonehedge Financial, Namack Portfolio Investment Professionals, Polaris Financial Strategies Group
What technology does Gateway Wealth Management use?
Some of the popular technologies that Gateway Wealth Management uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Gateway Wealth Management?
Gateway Wealth Management contact info: Phone number: (914) 833-3120 Website: www.gatewaywealthmgmt.com
What does Gateway Wealth Management do?

Gateway Financial Management specializes in financial planning and wealth management, serving as a long-term partner to help clients navigate their financial decisions with confidence. They offer a range of services including accumulation strategies, retirement planning, estate planning, insurance and risk management, tax planning, and education fu... nding. The firm is dedicated to providing clear explanations and tailored strategies that align with clients' realities and goals. Their approach emphasizes building a comprehensive financial plan that allows clients to focus on living their lives while ensuring their financial future is secure.Read More

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

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