Maynard & Associates Wealth Management

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

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Overview

Headquarters

4400 Silas Creek Pkwy Ste 106, Winston S...

Phone Number

(336) 830-8445

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Maynard & Associates Wealth Management

Maynard & Associates Wealth Management is an independent firm specializing in investment management, Social Security and retirement income planning, as well as insurance strategies. They emphasize a collaborative and educational planning process to help clients achieve their financial goals. Their services include personalized investment planning, optimization of Social Security benefits, and comprehensive insurance planning to protect clients and their families. The firm aims to provide tailored solutions for individuals and businesses seeking financial security and effective retirement strategies.Explore more
Maynard & Associates Wealth Management's Social MediaPopular SearchesMaynard & Associates Wealth ManagementMaynard Financial Associates LLCMaynard & Associates WealthLaw Office of Charles M Maynard LLCMaynard & AssociatesSIC Code 62,628NAICS Code 52,523Show more

Maynard & Associates Wealth Management Org Chart

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Maynard & Associates Weal...

<$5M
1-10
Private
-
2014
$5.6M
11-50
Private
-
2015
GF
Gregory FeeseWealth Management For Business Owners, Athletes & Retirees Advisor
<$5M
1-10
Private
-
2006
AG
Audrey GilbertOffice Administrator
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
-
CM
Catherine McDougallPresident & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Maynard & Associates Wealth Management Tech Stack

A closer look at the technologies used by Maynard & Associates Wealth Management

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Frequently Asked Questions Regarding Maynard & Associates Wealth Management

What is Maynard & Associates Wealth Management's official website?
Maynard & Associates Wealth Management's official website is www.maynardwealth.com
What is Maynard & Associates Wealth Management's Revenue?
Maynard & Associates Wealth Management's revenue is <$5 Million
What is Maynard & Associates Wealth Management's SIC code?
Maynard & Associates Wealth Management's SIC: 62,628
What is Maynard & Associates Wealth Management's NAICS code?
Maynard & Associates Wealth Management's NAICS: 52,523
How many employees does Maynard & Associates Wealth Management have?
Maynard & Associates Wealth Management has 1-10 employees
What industry does Maynard & Associates Wealth Management belong to?
Maynard & Associates Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Maynard & Associates Wealth Management competition?
Maynard & Associates Wealth Management top competitors include: McDougall Wealth Strategies, Klauenberg Retirement Solutions, Legacy Wealth Management Group Las Vegas, Lipscomb Investment Group
What technology does Maynard & Associates Wealth Management use?
Some of the popular technologies that Maynard & Associates Wealth Management uses are: Drupal, YouTube, Microsoft 365, Mailgun
How do I contact Maynard & Associates Wealth Management?
Maynard & Associates Wealth Management contact info: Phone number: (336) 830-8445 Website: www.maynardwealth.com
What does Maynard & Associates Wealth Management do?

Maynard & Associates Wealth Management is an independent firm specializing in investment management, Social Security and retirement income planning, as well as insurance strategies. They emphasize a collaborative and educational planning process to help clients achieve their financial goals. Their services include personalized investment planning,... optimization of Social Security benefits, and comprehensive insurance planning to protect clients and their families. The firm aims to provide tailored solutions for individuals and businesses seeking financial security and effective retirement strategies.Read More

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

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