Green Tree Wealth

Finance · Oregon, United States · 11-50 Employees

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Overview

Headquarters

937 NW Newport Ave Ste 211, Bend, Oregon...

Phone Number

(541) 550-7443

Revenue

$5.4 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Green Tree Wealth

Green Tree Wealth, Inc. offers personalized financial and insurance solutions in the Pacific Northwest, focusing on income planning, investment management, retirement planning, and tax planning. The company aims to simplify personal finance for its clients by providing education and coaching to eliminate confusion and fear. Their services are designed to help clients create a comprehensive financial strategy that integrates various retirement resources and minimizes tax liabilities. Green Tree Wealth, Inc. primarily serves individuals seeking to optimize their financial planning and achieve confidence in their financial decisions.Explore more
Green Tree Wealth's Social MediaPopular SearchesGreen Tree WealthGreen Tree Wealth IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Green Tree Wealth

$5.4M
11-50
Private
-
2014
N/A
$7.6M
1-10
Private
-
2016
LN
Lisa NeeInvestment Advisor & Representative
$6.2M
11-50
Private
-
2013
BA
Bruce AnthonySenior VP, Operations
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2005
JS
Jessi SgarlataREALTOR , Speaker, Coach and Founder of the Southbound Group
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Green Tree Wealth Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Green Tree Wealth

What is Green Tree Wealth's official website?
Green Tree Wealth's official website is www.greentreewealth.com
What is Green Tree Wealth's Revenue?
Green Tree Wealth's revenue is $5.4 Million
What is Green Tree Wealth's SIC code?
Green Tree Wealth's SIC: 62,628
What is Green Tree Wealth's NAICS code?
Green Tree Wealth's NAICS: 52,523
How many employees does Green Tree Wealth have?
Green Tree Wealth has 11-50 employees
What industry does Green Tree Wealth belong to?
Green Tree Wealth is in the industry of: Finance, Insurance, Securities Trading
What is Green Tree Wealth competition?
Green Tree Wealth top competitors include: Breakaway Financial Group, Excellence in Stewardship, Jessi Sgarlata - Real Estate Speaker, Cox Legacy Ventures
What technology does Green Tree Wealth use?
Some of the popular technologies that Green Tree Wealth uses are: TradingView Website & Broker Solutions, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Green Tree Wealth?
Green Tree Wealth contact info: Phone number: (541) 550-7443 Website: www.greentreewealth.com
What does Green Tree Wealth do?

Green Tree Wealth, Inc. offers personalized financial and insurance solutions in the Pacific Northwest, focusing on income planning, investment management, retirement planning, and tax planning. The company aims to simplify personal finance for its clients by providing education and coaching to eliminate confusion and fear. Their services are desig... ned to help clients create a comprehensive financial strategy that integrates various retirement resources and minimizes tax liabilities. Green Tree Wealth, Inc. primarily serves individuals seeking to optimize their financial planning and achieve confidence in their financial decisions.Read More

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

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