ifpwealthadvisor.com

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

300 Ledgewood Pl Ste 100, Rockland, Mass...

Phone Number

(781) 785-0508

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
1
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About ifpwealthadvisor.com

Jason Horwitz provides customized financial strategies and tailored plans for retirees, business owners, and affluent families. The company specializes in financial guidance, comprehensive planning, and investment management to help clients achieve their financial milestones. Their personalized approach aligns wealth strategies with clients' aspirations, ensuring that every financial decision supports their goals. With a focus on retirement planning, estate and legacy planning, and asset allocation strategies, they aim to create a confident financial future for their clients and their loved ones.Explore more
Popular Searchesifpwealthadvisor.comSIC Code 62,628NAICS Code 52,523Show more

ifpwealthadvisor.com Org Chart

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Director, Retirement Plan Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ifpwealthadvisor.com

<$5M
1-10
Private
-
-
WH
William HacklerDirector, Retirement Plan Services
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
AR
Angel RagioneFinancial Services Representative
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2005
MR
Minoti RajputFounder & President & Principal & Advisor
<$5M
1-10
Private
-
-
N/A
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ifpwealthadvisor.com Tech Stack

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Frequently Asked Questions Regarding ifpwealthadvisor.com

What is ifpwealthadvisor.com's official website?
ifpwealthadvisor.com's official website is www.ifpwealthadvisor.com
What is ifpwealthadvisor.com's Revenue?
ifpwealthadvisor.com's revenue is <$5 Million
What is ifpwealthadvisor.com's SIC code?
ifpwealthadvisor.com's SIC: 62,628
What is ifpwealthadvisor.com's NAICS code?
ifpwealthadvisor.com's NAICS: 52,523
How many employees does ifpwealthadvisor.com have?
ifpwealthadvisor.com has 1-10 employees
What industry does ifpwealthadvisor.com belong to?
ifpwealthadvisor.com is in the industry of: Finance, Securities Trading
What is ifpwealthadvisor.com competition?
ifpwealthadvisor.com top competitors include: Secure Planning Strategies, Kent Thompson, physicianswealthplanning.com, 2929 Expressway
What technology does ifpwealthadvisor.com use?
Some of the popular technologies that ifpwealthadvisor.com uses are: GoDaddy DNS, Amazon Web Hosting, Google Workspace, Wix
How do I contact ifpwealthadvisor.com?
ifpwealthadvisor.com contact info: Phone number: (781) 785-0508 Website: www.ifpwealthadvisor.com
What does ifpwealthadvisor.com do?

Jason Horwitz provides customized financial strategies and tailored plans for retirees, business owners, and affluent families. The company specializes in financial guidance, comprehensive planning, and investment management to help clients achieve their financial milestones. Their personalized approach aligns wealth strategies with clients' aspira... tions, ensuring that every financial decision supports their goals. With a focus on retirement planning, estate and legacy planning, and asset allocation strategies, they aim to create a confident financial future for their clients and their loved ones.Read More

Is ifpwealthadvisor.com a public company?
ifpwealthadvisor.com is private company therefore does not currently have an official ticker symbol
See more information about ifpwealthadvisor.com

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