IFA Wealth

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

2709 Brambleton Ave SW, Roanoke, Virgini...

Phone Number

(540) 776-3343

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About IFA Wealth

IFA Wealth provides comprehensive financial planning and wealth management services, including investments, estate planning, and retirement strategies. They cater to a diverse clientele, including executives, multi-generational families, business owners, and pre-retirees and retirees. The firm emphasizes a consultative approach, fostering long-term relationships built on trust and personalized service. Their mission is to empower clients to make informed financial decisions that support their goals for today and future generations.Explore more
IFA Wealth's Social MediaPopular SearchesIFA WealthInvestors Financial AdvisorsBarnhart Arthur Investments IncAdvanced Financial Solutionsinvestors in (RSIC Code 62,628NAICS Code 52,523Show more

IFA Wealth Org Chart

PhoneEmail
JM
United States flag for contact location.

Director, Operations

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

IFA Wealth

<$5M
11-50
Private
-
2015
JM
Jenna MehalsoDirector, Operations
$5.9M
11-50
Private
-
-
EG
Erika GonzalezFinancial Advisor
<$5M
11-50
Private
-
1996
N/A
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2003
CM
Charlene MorrowFinancial Advisor
<$5M
1-10
Private
-
2014
DF
Destiny FurickExecutive Administrator
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

IFA Wealth Tech Stack

A closer look at the technologies used by IFA Wealth

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Frequently Asked Questions Regarding IFA Wealth

What is IFA Wealth's official website?
IFA Wealth's official website is www.ifawealth.com
What is IFA Wealth's Revenue?
IFA Wealth's revenue is <$5 Million
What is IFA Wealth's SIC code?
IFA Wealth's SIC: 62,628
What is IFA Wealth's NAICS code?
IFA Wealth's NAICS: 52,523
How many employees does IFA Wealth have?
IFA Wealth has 11-50 employees
What industry does IFA Wealth belong to?
IFA Wealth is in the industry of: Finance, Securities Trading
What is IFA Wealth competition?
IFA Wealth top competitors include: Morrow Financial Services, Northeastern Financial Partners, Cape Cod Wealth Strategies & Insurance Services, Regent Financial Group
What technology does IFA Wealth use?
Some of the popular technologies that IFA Wealth uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact IFA Wealth?
IFA Wealth contact info: Phone number: (540) 776-3343 Website: www.ifawealth.com
What does IFA Wealth do?

IFA Wealth provides comprehensive financial planning and wealth management services, including investments, estate planning, and retirement strategies. They cater to a diverse clientele, including executives, multi-generational families, business owners, and pre-retirees and retirees. The firm emphasizes a consultative approach, fostering long-term... relationships built on trust and personalized service. Their mission is to empower clients to make informed financial decisions that support their goals for today and future generations.Read More

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

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