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) 389-3624

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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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's Social MediaPopular SearchesJake PaltzerPaltzer WealthPaltzer Wealth ManagementJake Palpter Financial ServiceManagement Paltzer WealthSIC Code 62,628NAICS Code 52,523Show more

Jake Paltzer Org Chart

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JP
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Compare Similar Companies to Jake Paltzer

Compare insights from companies similar to Jake Paltzer, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jake Paltzer

<$5M
1-10
Private
-
2009
JP
Jacob PaltzerWealth Consultant
<$5M
1-10
Private
-
1982
JT
Joseph TrybulaRetirement Plan Consultant. Investment Manager. 401k Advisor
<$5M
11-50
Private
<$5M
2016
<$5M
1-10
Private
-
1980
Carmen Coleman, Founder, President & Chief Executive Officer at Lifetime Financial Advisors
Carmen ColemanFounder, President & CEO
<$5M
1-10
Private
-
-
JS
Jesse SikorskiPresident & CEO
<$5M
1-10
Private
-
2015
RD
Rick DunlopOffice Administrator
<$5M
1-10
Private
-
1901
AJ
Andrew JoyceInvestment Advisor & Representative & Financial Services Representative
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Company Profile Activity

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Activity Insights

Jake Paltzer is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Jake Paltzer Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Jake Paltzer

What is Jake Paltzer's official website?
Jake Paltzer's official website is www.jakepaltzer.com
What is Jake Paltzer's Revenue?
Jake Paltzer's revenue is <$5 Million
What is Jake Paltzer's SIC code?
Jake Paltzer's SIC: 62,628
What is Jake Paltzer's NAICS code?
Jake Paltzer's NAICS: 52,523
How many employees does Jake Paltzer have?
Jake Paltzer has 1-10 employees
What industry does Jake Paltzer belong to?
Jake Paltzer is in the industry of: Finance, Securities Trading
What is Jake Paltzer competition?
Jake Paltzer top competitors include: Kathmere Capital, Cornerstone Wealth Management, Sikorski Wealth Management Group, Lifetime Financial Advisors
What technology does Jake Paltzer use?
Some of the popular technologies that Jake Paltzer uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact Jake Paltzer?
Jake Paltzer contact info: Phone number: (541) 389-3624 Website: www.jakepaltzer.com
What does Jake Paltzer do?

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... s. 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.Read More

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

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