Harkins Wealth Management
Finance · Rhode Island, United States · 1-10 Employees
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Overview
Headquarters
206 Gano St, Providence, Rhode Island, 0...Phone Number
(401) 278-4049Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
About Harkins Wealth Management
Harkins Wealth Management LLC specializes in fiduciary financial planning with a focus on socially responsible investing. They offer personalized financial planning services tailored to clients' passions and priorities, including business services and workplace retirement plan management. The firm is dedicated to maintaining integrity, transparency, and confidentiality while serving clients as independent fiduciaries. Their target clients include individuals looking to grow their wealth and businesses seeking financial education and employee benefits.Explore more
Harkins Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Harkins Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Harkins Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Harkins Wealth Management.
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Harkins Wealth Management LLC specializes in fiduciary financial planning with a focus on socially responsible investing. They offer personalized financial planning services tailored to clients' passions and priorities, including business services and workplace retirement plan management. The firm is dedicated to maintaining integrity, transparency... Read More
