Insured Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

306 S Tennessee St, Mc Kinney, Texas, 75...

Phone Number

(972) 767-8370

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Insured Wealth Management

Insured Wealth Management is an independent, investment advisory firm dedicated to offering each of our clients sound investments based on their needs and an exceptional level of ongoing planning services they seek. We invest in you first - carefully examining your specific circumstances and personal objectives. Then, we work in close partnership to offer solutions designed to meet your individual needs while intelligently managing risk when planning for tomorrow. And since no two clients are ever alike, we don't believe there's only one investment approach perfect for everybody that has the ability to successfully remedy every financial situation. More importantly, you can count on us to help address your investment needs today, tomorrow and well into the future.Explore more
Insured Wealth Management's Social MediaPopular SearchesInsured Wealth ManagementInsured Wealth Management AllInsured Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Insured Wealth Management Org Chart

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Marc Helfrich, Owner at Insured Wealth Management
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Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Insured Wealth Management

<$5M
1-10
Private
-
2010
<$5M
11-50
Private
<$5M
2013
MW
Monica WigginsChief Operating Officer
<$5M
1-10
Private
-
2016
AR
Andi RiolesOffice Manager
<$5M
1-10
Private
-
1972
TS
Tammi SchorfhaarDirector, Operations
<$5M
1-10
Private
-
2004
RI
Rocky IstvanCco Wealth Associate & Manager
<$5M
1-10
Private
-
2008
CG
C. GatesChief Financial Officer
<$5M
1-10
Private
<$5M
2007
KD
Karen DiPaoloCco, Chief Operating Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Insured Wealth Management Tech Stack

A closer look at the technologies used by Insured Wealth Management

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Frequently Asked Questions Regarding Insured Wealth Management

What is Insured Wealth Management's official website?
Insured Wealth Management's official website is www.insured-wealth.com
What is Insured Wealth Management's Revenue?
Insured Wealth Management's revenue is <$5 Million
What is Insured Wealth Management's SIC code?
Insured Wealth Management's SIC: 62,628
What is Insured Wealth Management's NAICS code?
Insured Wealth Management's NAICS: 52,523
How many employees does Insured Wealth Management have?
Insured Wealth Management has 1-10 employees
What industry does Insured Wealth Management belong to?
Insured Wealth Management is in the industry of: Finance, Securities Trading
What is Insured Wealth Management competition?
Insured Wealth Management top competitors include: Massey & Associates, Teamwork Financial Group, Absolute Financial, DiPaolo Financial Group
What technology does Insured Wealth Management use?
Some of the popular technologies that Insured Wealth Management uses are: AppRiver, GoDaddy DNS
How do I contact Insured Wealth Management?
Insured Wealth Management contact info: Phone number: (972) 767-8370 Website: www.insured-wealth.com
What does Insured Wealth Management do?

Insured Wealth Management is an independent, investment advisory firm dedicated to offering each of our clients sound investments based on their needs and an exceptional level of ongoing planning services they seek. We invest in you first - carefully examining your specific circumstances and personal objectives. Then, we work in close partnership t... o offer solutions designed to meet your individual needs while intelligently managing risk when planning for tomorrow. And since no two clients are ever alike, we don't believe there's only one investment approach perfect for everybody that has the ability to successfully remedy every financial situation. More importantly, you can count on us to help address your investment needs today, tomorrow and well into the future.Read More

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

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