Margel Wealth Management

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

View Company Info for Free

Overview

Headquarters

28 Farview Ter Ste 2, Paramus, New Jerse...

Phone Number

(201) 843-0088

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Margel Wealth Management

Margel Wealth Management is an independent advisory firm dedicated to providing personalized financial services to individuals and families. Their offerings include wealth accumulation, risk management, taxation, business planning, retirement planning, and estate planning. The firm emphasizes a hands-on approach, aligning closely with clients' objectives to protect and grow their wealth. With a commitment to excellence, service, results, and integrity, they aim to help clients achieve financial success.Explore more
Margel Wealth Management's Social MediaPopular SearchesMargel Wealth ManagementMargel & Associates IncMargel & amp; AssociatesMargel WealthMargelassociatesincSIC Code 62,628NAICS Code 52,523Show more

Margel Wealth Management Org Chart

PhoneEmail
RM
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Margel Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Margel Wealth Management

Compare insights from companies similar to Margel Wealth Management, 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

Margel Wealth Management

<$5M
1-10
Private
-
-
RM
Ralph MargelFinancial Advisor
<$5M
1-10
Private
-
1986
RS
Robert SegalVice President
<$5M
1-10
Private
-
1997
<$5M
1-10
Private
-
1999
LH
Lindsey HardyDirector, Operations
<$5M
1-10
Private
-
-
TR
Tiffany RaczkowskiManager, Client Services
<$5M
1-10
Private
-
2015
NR
Nancy ReedPractice Manager and Insurance Coordinator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Margel Wealth Management Tech Stack

A closer look at the technologies used by Margel Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Margel Wealth Management

What is Margel Wealth Management's official website?
Margel Wealth Management's official website is www.margelwealth.com
What is Margel Wealth Management's Revenue?
Margel Wealth Management's revenue is <$5 Million
What is Margel Wealth Management's SIC code?
Margel Wealth Management's SIC: 62,628
What is Margel Wealth Management's NAICS code?
Margel Wealth Management's NAICS: 52,523
How many employees does Margel Wealth Management have?
Margel Wealth Management has 1-10 employees
What industry does Margel Wealth Management belong to?
Margel Wealth Management is in the industry of: Finance, Securities Trading
What is Margel Wealth Management competition?
Margel Wealth Management top competitors include: Capital Financial Planning, Noyes-Ryder Wealth Management, Integris Wealth Partners, Foundation Financial Advisors
What technology does Margel Wealth Management use?
Some of the popular technologies that Margel Wealth Management uses are: DocuSign, Drupal, reCAPTCHA, PHP
How do I contact Margel Wealth Management?
Margel Wealth Management contact info: Phone number: (201) 843-0088 Website: www.margelwealth.com
What does Margel Wealth Management do?

Margel Wealth Management is an independent advisory firm dedicated to providing personalized financial services to individuals and families. Their offerings include wealth accumulation, risk management, taxation, business planning, retirement planning, and estate planning. The firm emphasizes a hands-on approach, aligning closely with clients' obje... ctives to protect and grow their wealth. With a commitment to excellence, service, results, and integrity, they aim to help clients achieve financial success.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.