Growth and Wealth

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

5025 Boardwalk Dr, Colorado Springs, Col...

Phone Number

(303) 775-6051

Revenue

$5.4 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Growth and Wealth

Growth and Wealth Financial LLC specializes in estate planning, retirement planning, and wealth transfer services, aimed at helping clients protect and preserve their financial future. The company serves clients in Strasburg, Parker, and surrounding Colorado communities, offering solutions such as life insurance and IRA options. Their mission is to assist families in saving money while enhancing their insurance protection. With a commitment to treating clients like family, they strive to provide personalized financial planning services.Explore more
Popular SearchesGrowth and Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

Growth and Wealth Org Chart

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Senior Vice President, Wealth Advisor, Legacy...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Growth and Wealth

$5.4M
11-50
Private
-
-
PO
Peter OrozcoSenior Vice President, Wealth Advisor, Legacy Planner
$9.8M
11-50
Private
-
-
JA
John AlstonLicensed Insurance Broker
<$5M
11-50
Private
-
2012
<$5M
11-50
Private
-
-
JL
Jaime LeivaAgency Principal
<$5M
1-10
Private
-
-
ML
Maddie LandsteinerRegistered Representative and Insurance Licensed Producer
<$5M
1-10
Private
-
2019
FL
Freideleen LouLife Insurance Agent & Agency Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Growth and Wealth Tech Stack

A closer look at the technologies used by Growth and Wealth

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Frequently Asked Questions Regarding Growth and Wealth

What is Growth and Wealth's official website?
Growth and Wealth's official website is www.growthandwealth.com
What is Growth and Wealth's Revenue?
Growth and Wealth's revenue is $5.4 Million
What is Growth and Wealth's SIC code?
Growth and Wealth's SIC: 62,628
What is Growth and Wealth's NAICS code?
Growth and Wealth's NAICS: 52,523
How many employees does Growth and Wealth have?
Growth and Wealth has 11-50 employees
What industry does Growth and Wealth belong to?
Growth and Wealth is in the industry of: Finance, Insurance, Securities Trading
What is Growth and Wealth competition?
Growth and Wealth top competitors include: Family Future Legacy, Gretchen Rehm Financial, Tips, Legado Insurance Professionals
What technology does Growth and Wealth use?
Some of the popular technologies that Growth and Wealth uses are: reCAPTCHA, Google Universal Analytics, Google Tag Manager, Weebly
How do I contact Growth and Wealth?
Growth and Wealth contact info: Phone number: (303) 775-6051 Website: www.growthandwealth.com
What does Growth and Wealth do?

Growth and Wealth Financial LLC specializes in estate planning, retirement planning, and wealth transfer services, aimed at helping clients protect and preserve their financial future. The company serves clients in Strasburg, Parker, and surrounding Colorado communities, offering solutions such as life insurance and IRA options. Their mission is to... assist families in saving money while enhancing their insurance protection. With a commitment to treating clients like family, they strive to provide personalized financial planning services.Read More

Is Growth and Wealth a public company?
Growth and Wealth is private company therefore does not currently have an official ticker symbol
See more information about Growth and Wealth

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