Matthews Wealth Management

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

330 E Coffee St, Greenville, South Carol...

Phone Number

(864) 527-5982

Revenue

<$5 Million

Industry

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

About Matthews Wealth Management

Matthews Wealth Management, LLC offers a comprehensive range of financial services including investment planning, retirement planning, education planning, tax strategies, insurance needs analysis, and estate planning. They focus on creating personalized strategies that align with clients' financial goals and risk tolerance, ensuring a reliable income stream for retirement and safeguarding assets. Their target clients include individuals and families seeking to grow their wealth, secure their financial future, and efficiently transfer their legacy. The firm emphasizes proactive planning and tailored solutions to help clients navigate financial complexities and achieve their objectives.Explore more
Matthews Wealth Management's Social MediaPopular SearchesMatthews Wealth Management LLCMatthews Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Matthews Wealth Managemen...

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2017
KG
Kelly GosiewskiClient Service Administrator
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
SJ
Sara JacksonManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Matthews Wealth Management Tech Stack

A closer look at the technologies used by Matthews Wealth Management

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Frequently Asked Questions Regarding Matthews Wealth Management

What is Matthews Wealth Management's official website?
Matthews Wealth Management's official website is www.matthewswm.com
What is Matthews Wealth Management's Revenue?
Matthews Wealth Management's revenue is <$5 Million
What is Matthews Wealth Management's SIC code?
Matthews Wealth Management's SIC: 62,628
What is Matthews Wealth Management's NAICS code?
Matthews Wealth Management's NAICS: 52,523
How many employees does Matthews Wealth Management have?
Matthews Wealth Management has 1-10 employees
What industry does Matthews Wealth Management belong to?
Matthews Wealth Management is in the industry of: Finance, Securities Trading
What is Matthews Wealth Management competition?
Matthews Wealth Management top competitors include: Appaloosa Wealth Management, Freewood Private Wealth Management, Emergent Wealth Advisors, Black Horse Wealth Management
What technology does Matthews Wealth Management use?
Some of the popular technologies that Matthews Wealth Management uses are: Microsoft 365, GoDaddy DNS, Amazon Web Hosting, Microsoft Exchange Online
How do I contact Matthews Wealth Management?
Matthews Wealth Management contact info: Phone number: (864) 527-5982 Website: www.matthewswm.com
What does Matthews Wealth Management do?

Matthews Wealth Management, LLC offers a comprehensive range of financial services including investment planning, retirement planning, education planning, tax strategies, insurance needs analysis, and estate planning. They focus on creating personalized strategies that align with clients' financial goals and risk tolerance, ensuring a reliable inco... me stream for retirement and safeguarding assets. Their target clients include individuals and families seeking to grow their wealth, secure their financial future, and efficiently transfer their legacy. The firm emphasizes proactive planning and tailored solutions to help clients navigate financial complexities and achieve their objectives.Read More

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

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