ICCF Wealth Management
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
1331 Palmetto Ave Ste 120, Winter Park, ...Phone Number
(407) 740-5337Website
www.iccfwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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Apr
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ZI Rank
1
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1
About ICCF Wealth Management
ICCF Wealth Management is Central Floridas premier independent advisory practice located in Winter Park, Florida. Founded by Doug Sheahan and John ODonnell, the firm was built on the common belief that the investor is best served by local, competent advisors who offer a comprehensive strategy at a competitive price. Doug and John share a strong entrepreneurial drive to deliver better service at greater value. Our clients span a broad range of demographics, backgrounds, and portfolio sizes. Whether accumulating or preserving wealth, our clients value the insight we provide through thoughtful planning based on individual client needs. Utilizing Charles Schwab, our firm accesses the breadth of products one should expect from their advisor while maintaining the personal attention of a locally owned and operated business. ICCF Wealth Management looks forward to the opportunity to meet with you to review your comprehensive plan. - See more at: http://www.iccfwm.comExplore more
ICCF Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
ICCF Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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ICCF Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ICCF Wealth Management.
ICCF Wealth Management Tech Stack
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ICCF Wealth Management is Central Floridas premier independent advisory practice located in Winter Park, Florida. Founded by Doug Sheahan and John ODonnell, the firm was built on the common belief that the investor is best served by local, competent advisors who offer a comprehensive strategy at a competitive price. Doug and John share a strong ent... Read More
