Gwynedd Wealth Solutions

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

600 W Germantown Pike Ste 400, Plymouth ...

Phone Number

(610) 940-1707

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Gwynedd Wealth Solutions

Gwynedd Wealth Solutions is a registered investment advisory firm that specializes in simplifying investment decisions for business owners and professionals. Their services include retirement income planning, insurance services, business valuation, and investment planning. The firm aims to provide tailored strategies to meet the financial objectives of their clients. Led by founder Jeffrey E. Biernat, who has over 30 years of experience in the financial services industry, Gwynedd Wealth Solutions is dedicated to guiding clients through their financial journeys.Explore more
Gwynedd Wealth Solutions's Social MediaPopular SearchesGwynedd Wealth Solutions LLCSIC Code 62,628NAICS Code 52,523Show more

Gwynedd Wealth Solutions Org Chart

Jeffrey Biernat, Founder & Chief Executive Officer at Gwynedd Wealth Solutions
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Founder & Chief Executive Officer

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MB
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Chief Marketing Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gwynedd Wealth Solutions

<$5M
1-10
Private
-
-
Jeffrey Biernat, Founder & Chief Executive Officer at Gwynedd Wealth Solutions
Jeffrey BiernatFounder & CEO
<$5M
11-50
Private
-
1971
ZC
Zikun CaiFinancial Planner
<$5M
1-10
Private
-
1995
CG
Christopher GillRegistered Representative, Mortgage Originator
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Gwynedd Wealth Solutions Tech Stack

A closer look at the technologies used by Gwynedd Wealth Solutions

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Frequently Asked Questions Regarding Gwynedd Wealth Solutions

What is Gwynedd Wealth Solutions's official website?
Gwynedd Wealth Solutions's official website is www.gwyneddwealthsolutions.com
What is Gwynedd Wealth Solutions's Revenue?
Gwynedd Wealth Solutions's revenue is <$5 Million
What is Gwynedd Wealth Solutions's SIC code?
Gwynedd Wealth Solutions's SIC: 62,628
What is Gwynedd Wealth Solutions's NAICS code?
Gwynedd Wealth Solutions's NAICS: 52,523
How many employees does Gwynedd Wealth Solutions have?
Gwynedd Wealth Solutions has 1-10 employees
What industry does Gwynedd Wealth Solutions belong to?
Gwynedd Wealth Solutions is in the industry of: Finance, Insurance, Securities Trading
What is Gwynedd Wealth Solutions competition?
Gwynedd Wealth Solutions top competitors include: Integrity First Financial Services, Hoover & Associates, Moran-Havansek Financial Group, Www.123-investing.com
What technology does Gwynedd Wealth Solutions use?
Some of the popular technologies that Gwynedd Wealth Solutions uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, GoDaddy DNS
How do I contact Gwynedd Wealth Solutions?
Gwynedd Wealth Solutions contact info: Phone number: (610) 940-1707 Website: www.gwyneddwealthsolutions.com
What does Gwynedd Wealth Solutions do?

Gwynedd Wealth Solutions is a registered investment advisory firm that specializes in simplifying investment decisions for business owners and professionals. Their services include retirement income planning, insurance services, business valuation, and investment planning. The firm aims to provide tailored strategies to meet the financial objective... s of their clients. Led by founder Jeffrey E. Biernat, who has over 30 years of experience in the financial services industry, Gwynedd Wealth Solutions is dedicated to guiding clients through their financial journeys.Read More

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

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