Jake Paltzer
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
120 SW Crowell Way Ste 200, Bend, Oregon...Phone Number
(541) 389-3624Website
www.jakepaltzer.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About Jake Paltzer
Paltzer Wealth Management is an independent CERTIFIED FINANCIAL PLANNER firm based in Bend, Oregon, specializing in financial advice and investment management. The company focuses on creating personalized financial plans that align with clients' goals, offering services such as investment management, retirement planning, and tax-efficient strategies. Their target clients include individuals and families seeking comprehensive financial planning and risk management. Paltzer Wealth Management prides itself on providing exceptional service and prioritizing the best interests of its clients.Explore more
Jake Paltzer Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
1901
AJ
Andrew JoyceInvestment Advisor & Representative & Financial Services Representative
Company Profile Activity
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Jake Paltzer is experiencing very low activity levels compared to other companies in the Finance sector.
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Paltzer Wealth Management is an independent CERTIFIED FINANCIAL PLANNER firm based in Bend, Oregon, specializing in financial advice and investment management. The company focuses on creating personalized financial plans that align with clients' goals, offering services such as investment management, retirement planning, and tax-efficient strategie... Read More
