Map to Your Wealth

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

8148 259th St, Glen Oaks, New York, 1100...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Map to Your Wealth

Map to Your Wealth LLC is a Fee Only Registered Investment Adviser that specializes in Financial Planning and Investment Management services, with a particular focus on Retirement Planning. The company caters to a targeted client base that includes Physicians, Women, and Immigrants, especially those within 10 years of retirement or in early retirement. Their services encompass Comprehensive Financial Planning, Retirement Planning, College Savings Planning, and Investment Management. Clients are encouraged to schedule a free 30-minute consultation to discuss their financial goals and receive guidance on achieving them.Explore more
Map to Your Wealth's Social MediaPopular SearchesMap To Your Wealth LLCYour Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

Map to Your Wealth Org Chart

PhoneEmail
ST
United States flag for contact location.

Owner, Investment Advisor Representative

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Map to Your Wealth

<$5M
1-10
Private
-
-
ST
Sivaparvati ThagirisaOwner, Investment Advisor Representative
$5.5M
1-10
Private
-
1980
JB
Julie BrayCertified Financial Planner & Professional
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2006
JM
Jennifer MurphyFinancial Planner
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2012
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Map to Your Wealth Tech Stack

A closer look at the technologies used by Map to Your Wealth

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Frequently Asked Questions Regarding Map to Your Wealth

What is Map to Your Wealth's official website?
Map to Your Wealth's official website is www.maptoyourwealth.com
What is Map to Your Wealth's Revenue?
Map to Your Wealth's revenue is <$5 Million
What is Map to Your Wealth's SIC code?
Map to Your Wealth's SIC: 62,628
What is Map to Your Wealth's NAICS code?
Map to Your Wealth's NAICS: 52,523
How many employees does Map to Your Wealth have?
Map to Your Wealth has 1-10 employees
What industry does Map to Your Wealth belong to?
Map to Your Wealth is in the industry of: Finance, Securities Trading
What is Map to Your Wealth competition?
Map to Your Wealth top competitors include: Advanced Portfolio Design, Purtill Financial, Stockade Wealth Management, Selkirk Wealth Advisors
What technology does Map to Your Wealth use?
Some of the popular technologies that Map to Your Wealth uses are: Google Universal Analytics, Squarespace Online Stores, Adobe Typekit, Google Tag Manager
What does Map to Your Wealth do?

Map to Your Wealth LLC is a Fee Only Registered Investment Adviser that specializes in Financial Planning and Investment Management services, with a particular focus on Retirement Planning. The company caters to a targeted client base that includes Physicians, Women, and Immigrants, especially those within 10 years of retirement or in early retirem... ent. Their services encompass Comprehensive Financial Planning, Retirement Planning, College Savings Planning, and Investment Management. Clients are encouraged to schedule a free 30-minute consultation to discuss their financial goals and receive guidance on achieving them.Read More

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

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