Intentional Wealth
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
1502 Dundee Rd, Winter Haven, Florida, 3...Phone Number
(863) 577-3250Website
www.intentional-wealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Intentional Wealth
Intentional Wealth is a full-service, independent financial advisory firm founded in 2021, dedicated to serving retirees and those nearing retirement. The firm focuses on providing professional guidance and tailored financial planning to help clients achieve their retirement goals with peace of mind. Their services include financial planning, wealth management, and insurance solutions, all aimed at empowering clients to live financially enriched lives. By prioritizing client interests and maintaining transparent communication, Intentional Wealth strives to take the worry out of retirement planning.Explore more
Popular SearchesIntentional WealthSIC Code 62,628NAICS Code 52,523Show more
Intentional Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Intentional Wealth
<$5M
11-50
Private
-
2021
CH
Christy HendersonInvestment Operations Chief Operating Officer & Director
Company Profile Activity
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Intentional Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Intentional Wealth is a full-service, independent financial advisory firm founded in 2021, dedicated to serving retirees and those nearing retirement. The firm focuses on providing professional guidance and tailored financial planning to help clients achieve their retirement goals with peace of mind. Their services include financial planning, wealt... Read More
