Hilltop Wealth Solutions
Finance · Indiana, United States · 11-50 Employees
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Overview
Headquarters
527 Park Place Ct Ste 100, Mishawaka, In...Phone Number
(574) 889-7526Revenue
$6.2 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
1
1
1
1
About Hilltop Wealth Solutions
Hilltop Wealth and Tax Solutions provides financial planning, investment strategies, and tax services to clients in Indiana, Florida, and Michigan. Their team specializes in personalized wealth management and tax solutions, focusing on the unique needs of pre-retirees, retirees, medical professionals, and business owners. As fiduciary advisors, they prioritize their clients' interests and offer guidance through complex financial decisions. With over 125 years of combined experience, the company aims to empower clients to achieve their financial goals confidently.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Hilltop Wealth Solutions
$6.2M
11-50
Private
-
2007
MA
Matthew AurenzPrivate Wealth Advisor & Director, Wealth Management
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Hilltop Wealth Solutions is experiencing very low activity levels compared to other companies in the Finance sector.
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Hilltop Wealth Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Hilltop Wealth Solutions.
Hilltop Wealth Solutions Tech Stack
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Hilltop Wealth and Tax Solutions provides financial planning, investment strategies, and tax services to clients in Indiana, Florida, and Michigan. Their team specializes in personalized wealth management and tax solutions, focusing on the unique needs of pre-retirees, retirees, medical professionals, and business owners. As fiduciary advisors, the... Read More
