Huffman & Ross Wealth Management

Finance · 1-10 Employees

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Overview

Phone Number

(304) 241-4478

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
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1

About Huffman & Ross Wealth Management

6220 Mid Atlantic Drive Morgantown, WV 26508 At Huffman & Ross Wealth Management, we have a steadfast commitment to our clients and community. We approach each client relationship with a heartfelt dedication to serving your best interests with the goal of providing advice that is both actionable and meaningful. We maintain the highest standards of ethical conduct and our relationships are based on trust and accountability. Erik Huffman and Jennifer Ross bring nearly 40 years of industry experience and expertise along with a lifelong association and loyalty to their home state of West Virginia. Most recently Erik and Jennifer each spent nearly a decade specializing in comprehensive planning and advice for those in the academic and medical fields; yet also recognize that every level of wealth has its own set of challenges, opportunities, and requirements. Wherever you are along the road to financial success, Erik & Jennifer are ready to work with you. A key to the firms professional exceRead more
Huffman & Ross Wealth Management's Social MediaPopular SearchesHuffman & Ross Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Huffman & Ross Wealth Management Org Chart

PhoneEmail
EH

Co-Founder, Huffman & Ross Wealth Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Huffman & Ross Wealth Man...

<$5M
1-10
Private
-
-
EH
Erik HuffmanCo-Founder, Huffman & Ross Wealth Management
$6.2M
11-50
Private
-
2001
TP
Tzu PangDirector, Marketing
<$5M
11-50
Private
-
2006
SR
Sarina RyczekVice President, Client Success & Chief Human Resources Officer
<$5M
11-50
Private
-
1970
JL
Jacob LanaManager, Operations
<$5M
11-50
Private
-
2009
JH
Jennifer HillisManager, Operations
<$5M
11-50
Private
-
2005
JM
Julie MadsenManager, Data & Marketing
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

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

What does this means?

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

Huffman & Ross Wealth Management Tech Stack

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Frequently Asked Questions Regarding Huffman & Ross Wealth Management

What is Huffman & Ross Wealth Management's official website?
Huffman & Ross Wealth Management's official website is www.huffmanrosswealth.com
What is Huffman & Ross Wealth Management's Revenue?
Huffman & Ross Wealth Management's revenue is <$5 Million
What is Huffman & Ross Wealth Management's SIC code?
Huffman & Ross Wealth Management's SIC: 62,628
What is Huffman & Ross Wealth Management's NAICS code?
Huffman & Ross Wealth Management's NAICS: 52,523
How many employees does Huffman & Ross Wealth Management have?
Huffman & Ross Wealth Management has 1-10 employees
What industry does Huffman & Ross Wealth Management belong to?
Huffman & Ross Wealth Management is in the industry of: Finance, Securities Trading
What is Huffman & Ross Wealth Management competition?
Huffman & Ross Wealth Management top competitors include: Mapstone, Nelson Financial Services, Financial Compass Group, WRR Wealth Management
What technology does Huffman & Ross Wealth Management use?
Some of the popular technologies that Huffman & Ross Wealth Management uses are: Neustar UltraDNS, GoDaddy DNS, Amazon Web Hosting, Symantec Email Security
How do I contact Huffman & Ross Wealth Management?
Huffman & Ross Wealth Management contact info: Phone number: (304) 241-4478 Website: www.huffmanrosswealth.com
What does Huffman & Ross Wealth Management do?

6220 Mid Atlantic Drive Morgantown, WV 26508 At Huffman & Ross Wealth Management, we have a steadfast commitment to our clients and community. We approach each client relationship with a heartfelt dedication to serving your best interests with the goal of providing advice that is both actionable and meaningful. We maintain the highest standards of... ethical conduct and our relationships are based on trust and accountability. Erik Huffman and Jennifer Ross bring nearly 40 years of industry experience and expertise along with a lifelong association and loyalty to their home state of West Virginia. Most recently Erik and Jennifer each spent nearly a decade specializing in comprehensive planning and advice for those in the academic and medical fields; yet also recognize that every level of wealth has its own set of challenges, opportunities, and requirements. Wherever you are along the road to financial success, Erik & Jennifer are ready to work with you. A key to the firms professional excellence rests in the freedom to use a multitude of financial and investment partners rather than a proprietary platform. Our experience and principled approach allow us to deliver on our promise of personalized service that includes Financial Planning, Asset Management, Income Planning and Estate Planning. Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA / SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes ...Read More

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

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