Indigo Wealth Management
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
2342 Sedgewren Loop NE, Leland, North Ca...Phone Number
(908) 333-0885Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
1
1
1
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1
About Indigo Wealth Management
Indigo Wealth Management is an independent, fee-only financial and investment planning firm based in Basking Ridge, New Jersey, dedicated to serving clients across the United States while adhering to a fiduciary standard. The firm offers a range of services including financial planning, retirement planning, investment management, estate planning, and insurance planning, tailored to meet the unique needs of each client. With a focus on proactive planning and personalized strategies, Indigo Wealth Management aims to help clients achieve their financial goals and secure their future. Their mission is to provide sound financial advice and support clients through various life transitions, ensuring a comprehensive approach to wealth management.Explore more
Indigo Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
<$5M
2007
CS
Cynthia StaufferCertified Financial Planner & Professional & EA Agent (Enrolled )
Company Profile Activity
Activity Insights
Indigo Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Indigo Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Indigo Wealth Management.
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Indigo Wealth Management is an independent, fee-only financial and investment planning firm based in Basking Ridge, New Jersey, dedicated to serving clients across the United States while adhering to a fiduciary standard. The firm offers a range of services including financial planning, retirement planning, investment management, estate planning, a... Read More
