Herr Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

912 Princess St, Kingston, Ontario, K7L ...

Phone Number

(613) 766-2369

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Herr Wealth Management

Herr Wealth Advisory is a family-owned financial advisory firm dedicated to creating comprehensive financial plans tailored to the unique needs of their clients. They serve both business owners looking to protect and grow their enterprises and individuals or families preparing for or enjoying retirement. Their integrated approach emphasizes collaboration and clarity, empowering clients to make informed decisions about their financial futures. With a commitment to true partnership, they aim to provide a roadmap to success that evolves with their clients' goals.Explore more
Herr Wealth Management's Social MediaPopular SearchesHerr Wealth ManagementHerr Maclean Financial IncHerr Wealth ManagmentSIC Code 62,628NAICS Code 52,523Show more

Herr Wealth Management Org Chart

PhoneEmail
MN
Canada flag for contact location.

Client Relationship Coordinator

PhoneEmail
RH
Canada flag for contact location.

Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Herr Wealth Management

<$5M
1-10
Private
-
2006
MN
Moira NasheimClient Relationship Coordinator
<$5M
1-10
Private
-
-
AL
Ardella LittmanOffice Manager
<$5M
1-10
Private
-
-
Scott Pollock, President & Financial Cfp, Chs Planner at Pollock Financial Services
Scott PollockPresident & Financial Cfp, Chs Planner
<$5M
1-10
Private
-
-
RM
Rick MacorettaLife Insurance & Investments Advisor
<$5M
1-10
Private
-
-
ML
Mark LennonManaging Partner
<$5M
1-10
Private
-
2008
CR
Cameron ReschInsurance Investment Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Herr Wealth Management Tech Stack

A closer look at the technologies used by Herr Wealth Management

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Frequently Asked Questions Regarding Herr Wealth Management

What is Herr Wealth Management's official website?
Herr Wealth Management's official website is www.herrwm.com
What is Herr Wealth Management's Revenue?
Herr Wealth Management's revenue is <$5 Million
What is Herr Wealth Management's SIC code?
Herr Wealth Management's SIC: 62,628
What is Herr Wealth Management's NAICS code?
Herr Wealth Management's NAICS: 52,523
How many employees does Herr Wealth Management have?
Herr Wealth Management has 1-10 employees
What industry does Herr Wealth Management belong to?
Herr Wealth Management is in the industry of: Finance, Securities Trading
What is Herr Wealth Management competition?
Herr Wealth Management top competitors include: Pollock Financial Services, TM Lennon Financial Services, Foresight Financial, Resch Financial Consulting
What technology does Herr Wealth Management use?
Some of the popular technologies that Herr Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, Barracuda Networks
How do I contact Herr Wealth Management?
Herr Wealth Management contact info: Phone number: (613) 766-2369 Website: www.herrwm.com
What does Herr Wealth Management do?

Herr Wealth Advisory is a family-owned financial advisory firm dedicated to creating comprehensive financial plans tailored to the unique needs of their clients. They serve both business owners looking to protect and grow their enterprises and individuals or families preparing for or enjoying retirement. Their integrated approach emphasizes collabo... ration and clarity, empowering clients to make informed decisions about their financial futures. With a commitment to true partnership, they aim to provide a roadmap to success that evolves with their clients' goals.Read More

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

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