Long View Wealth Management

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

281 Hartford Tpke Ste 316, Vernon, Conne...

Phone Number

(860) 871-7055

Revenue

<$5 Million

Industry

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

Long View Wealth Management, LLC provides comprehensive financial planning services, focusing on retirement strategies, asset allocation, and healthcare planning, particularly Medicare. They aim to guide clients through their financial journey, addressing concerns such as Social Security and tax implications during retirement. Their target clients include individuals seeking financial empowerment and clarity in their retirement planning. The firm emphasizes personalized strategies to help clients achieve their financial goals with confidence.Explore more
Long View Wealth Management's Social MediaPopular SearchesLong View Wealth Management LLCLong View Wealth ManagementKenneth Huffine at Long View Wealth Management LLCLong View Wealth Management - 281Long View Wealth Management - HomeSIC Code 62,628NAICS Code 52,523Show more

Long View Wealth Management Org Chart

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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Long View Wealth Manageme...

<$5M
1-10
Private
-
2007
KB
Kimberly BebynVice President
<$5M
1-10
Private
-
2019
RB
Robert BrownVice President
<$5M
1-10
Private
-
-
AM
Anna MinutilloClient Service Manager
<$5M
1-10
Private
-
2005
TV
Tammara VorobeyExecutive Office Manager
<$5M
1-10
Private
-
-
PS
Paul SchulteDirector, CPFA
<$5M
1-10
Private
-
2000
RR
Richard RussoCertified Financial Planner & IRS Enrolled Agent & Registered Representative & Investment Advisor & Representative & Independent Life & Health Insurance Agent & Senior Loan Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Long View Wealth Management Tech Stack

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Frequently Asked Questions Regarding Long View Wealth Management

What is Long View Wealth Management's official website?
Long View Wealth Management's official website is www.longviewwm.com
What is Long View Wealth Management's Revenue?
Long View Wealth Management's revenue is <$5 Million
What is Long View Wealth Management's SIC code?
Long View Wealth Management's SIC: 62,628
What is Long View Wealth Management's NAICS code?
Long View Wealth Management's NAICS: 52,523
How many employees does Long View Wealth Management have?
Long View Wealth Management has 1-10 employees
What industry does Long View Wealth Management belong to?
Long View Wealth Management is in the industry of: Finance, Securities Trading
What is Long View Wealth Management competition?
Long View Wealth Management top competitors include: Herzog Swenson Advisor Group, Long Island Financial Services Group, Wealth Management Group Of Georgia & Associates, Thornton Financial Services
What technology does Long View Wealth Management use?
Some of the popular technologies that Long View Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, FMG Suite
How do I contact Long View Wealth Management?
Long View Wealth Management contact info: Phone number: (860) 871-7055 Website: www.longviewwm.com
What does Long View Wealth Management do?

Long View Wealth Management, LLC provides comprehensive financial planning services, focusing on retirement strategies, asset allocation, and healthcare planning, particularly Medicare. They aim to guide clients through their financial journey, addressing concerns such as Social Security and tax implications during retirement. Their target clients... include individuals seeking financial empowerment and clarity in their retirement planning. The firm emphasizes personalized strategies to help clients achieve their financial goals with confidence.Read More

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

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