LaGreca Wealth Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

100 Cummings Ctr Ste 330B, Beverly, Mass...

Phone Number

(978) 338-5711

Revenue

<$5 Million

Industry

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

LaGreca Wealth Management is a full-service independent firm that provides objective financial advice and portfolio management services to families and businesses across the United States. The firm focuses on helping clients address their financial concerns, such as income needs, risk management, and retirement planning. They engage in an evolutionary planning process that adapts to ongoing changes in clients' lives. Additionally, LaGreca Wealth Management collaborates with LPL Financial to support financial advisors in protecting and growing their clients' wealth.Explore more
LaGreca Wealth Management's Social MediaPopular SearchesLagreca Wealth ManagementLaGreca WealthLaGrecaLagrecawealthLplresearchSIC Code 62,628NAICS Code 52,523Show more

LaGreca Wealth Management Org Chart

PhoneEmail
PL
United States flag for contact location.

President & Lpl Registered Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LaGreca Wealth Management

<$5M
1-10
Private
-
-
PL
Paul LaGrecaPresident & Lpl Registered Principal
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
<$5M
1-10
Private
-
2011
MG
Marki GravesManager, Operations
<$5M
1-10
Private
-
1962
MA
Mike AlbanoFinancial Advisor
<$5M
1-10
Private
-
2013
PG
Peter GaylordCEO & Chief Investment Officer
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

LaGreca Wealth Management Tech Stack

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Frequently Asked Questions Regarding LaGreca Wealth Management

What is LaGreca Wealth Management's official website?
LaGreca Wealth Management's official website is www.lagrecawealth.com
What is LaGreca Wealth Management's Revenue?
LaGreca Wealth Management's revenue is <$5 Million
What is LaGreca Wealth Management's SIC code?
LaGreca Wealth Management's SIC: 62,628
What is LaGreca Wealth Management's NAICS code?
LaGreca Wealth Management's NAICS: 52,523
How many employees does LaGreca Wealth Management have?
LaGreca Wealth Management has 1-10 employees
What industry does LaGreca Wealth Management belong to?
LaGreca Wealth Management is in the industry of: Finance, Securities Trading
What is LaGreca Wealth Management competition?
LaGreca Wealth Management top competitors include: Tallus Wealth Management, Wealth Advisory Services, Tribeca Financial, Ratcliff Financial Services
What technology does LaGreca Wealth Management use?
Some of the popular technologies that LaGreca Wealth Management uses are: WordPress.org, PHP, Google Tag Manager, Google Workspace
How do I contact LaGreca Wealth Management?
LaGreca Wealth Management contact info: Phone number: (978) 338-5711 Website: www.lagrecawealth.com
What does LaGreca Wealth Management do?

LaGreca Wealth Management is a full-service independent firm that provides objective financial advice and portfolio management services to families and businesses across the United States. The firm focuses on helping clients address their financial concerns, such as income needs, risk management, and retirement planning. They engage in an evolution... ary planning process that adapts to ongoing changes in clients' lives. Additionally, LaGreca Wealth Management collaborates with LPL Financial to support financial advisors in protecting and growing their clients' wealth.Read More

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

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