Inspired Wealth Strategies

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

622 3rd Ave Fl 9, New York, New York, 10...

Phone Number

(646) 867-8327

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About Inspired Wealth Strategies

Inspired Wealth Strategies is dedicated to assisting clients in managing their wealth and achieving their financial goals. They offer a comprehensive range of services including retirement planning, investment management, estate planning, insurance, and tax strategies. The company caters to both business owners and individuals, providing resources and tools to help clients secure their financial future. With a focus on inspiring clients to live their dream lives, Inspired Wealth Strategies emphasizes personalized service and ongoing support.Explore more
Inspired Wealth Strategies's Social MediaPopular SearchesInspired Wealth StrategiesInspired Wealth Management IncWww InspiredwealthstrategiesSIC Code 62,628NAICS Code 52,523Show more

Inspired Wealth Strategies Org Chart

PhoneEmail
JF
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Founder & President

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Founder & Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Inspired Wealth Strategie...

<$5M
11-50
Private
-
2006
JF
Jared FinkelsteinFounder & President
<$5M
1-10
Private
-
-
LZ
Laura ZinggAdministrative Assistant
<$5M
1-10
Private
-
-
DJ
Danielle JelicClient Services Assistant
<$5M
1-10
Private
-
2005
SB
Steven BattelManaging Director
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
-
BC
Brian CollinsChief Investment Officer
<$5M
1-10
Private
-
-
MD
Melinda DixClient For Mike & Tracy Deer Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Inspired Wealth Strategies Tech Stack

A closer look at the technologies used by Inspired Wealth Strategies

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Frequently Asked Questions Regarding Inspired Wealth Strategies

What is Inspired Wealth Strategies's official website?
Inspired Wealth Strategies's official website is www.inspiredwealthstrategies.com
What is Inspired Wealth Strategies's Revenue?
Inspired Wealth Strategies's revenue is <$5 Million
What is Inspired Wealth Strategies's SIC code?
Inspired Wealth Strategies's SIC: 62,628
What is Inspired Wealth Strategies's NAICS code?
Inspired Wealth Strategies's NAICS: 52,523
How many employees does Inspired Wealth Strategies have?
Inspired Wealth Strategies has 11-50 employees
What industry does Inspired Wealth Strategies belong to?
Inspired Wealth Strategies is in the industry of: Finance, Insurance, Securities Trading
What is Inspired Wealth Strategies competition?
Inspired Wealth Strategies top competitors include: The Lewis Group, MassMutual, Golden Corner Wealth Advisors, Deer & Yunker Financial Partners
What technology does Inspired Wealth Strategies use?
Some of the popular technologies that Inspired Wealth Strategies uses are: Cloudflare Website Optimization, Datadog, Google Font API, Google Tag Manager
How do I contact Inspired Wealth Strategies?
Inspired Wealth Strategies contact info: Phone number: (646) 867-8327 Website: www.inspiredwealthstrategies.com
What does Inspired Wealth Strategies do?

Inspired Wealth Strategies is dedicated to assisting clients in managing their wealth and achieving their financial goals. They offer a comprehensive range of services including retirement planning, investment management, estate planning, insurance, and tax strategies. The company caters to both business owners and individuals, providing resources... and tools to help clients secure their financial future. With a focus on inspiring clients to live their dream lives, Inspired Wealth Strategies emphasizes personalized service and ongoing support.Read More

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

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