Mccoy Wealth Management

Finance · West Virginia, United States · 1-10 Employees

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Overview

Headquarters

44 15th St, Wheeling, West Virginia, 260...

Phone Number

(304) 233-1185

Revenue

<$5 Million

Industry

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

McCoy Wealth Management, LLC is a comprehensive financial services firm dedicated to enhancing clients' long-term financial success through customized programs. They specialize in the 401(k) retirement plan environment and offer a range of services including investment, estate, insurance, and tax planning. The firm prides itself on delivering a high level of personalized service and expertise to its clients. Their target clients include individuals seeking to grow, protect, and conserve their wealth.Explore more
Mccoy Wealth Management's Social MediaPopular SearchesMcCoy Wealth Management LLCMcCoy Wealth ManagementRoberts Coss FinancialMccoy Investments Hotel Management I LLCRoberts & Coss FinancialSIC Code 62,628NAICS Code 52,523Show more

Mccoy Wealth Management Org Chart

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TR
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mccoy Wealth Management

<$5M
1-10
Private
-
2013
TR
Timothy RobertsCertified Financial Planner
<$5M
1-10
Private
-
2007
JS
James SzadoFinancial Advisor
<$5M
1-10
Private
-
-
MS
Mcdermott SmithManager, Marketing
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
LD
Lori DaviniOsj Manager, Registered Principal
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Mccoy Wealth Management Tech Stack

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Frequently Asked Questions Regarding Mccoy Wealth Management

What is Mccoy Wealth Management's official website?
Mccoy Wealth Management's official website is www.mccoywealthmgmt.com
What is Mccoy Wealth Management's Revenue?
Mccoy Wealth Management's revenue is <$5 Million
What is Mccoy Wealth Management's SIC code?
Mccoy Wealth Management's SIC: 62,628
What is Mccoy Wealth Management's NAICS code?
Mccoy Wealth Management's NAICS: 52,523
How many employees does Mccoy Wealth Management have?
Mccoy Wealth Management has 1-10 employees
What industry does Mccoy Wealth Management belong to?
Mccoy Wealth Management is in the industry of: Finance, Securities Trading
What is Mccoy Wealth Management competition?
Mccoy Wealth Management top competitors include: GPS Financial Group, hemmewealth.com, Western Financial, National Fringe Benefits
What technology does Mccoy Wealth Management use?
Some of the popular technologies that Mccoy Wealth Management uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, Proofpoint
How do I contact Mccoy Wealth Management?
Mccoy Wealth Management contact info: Phone number: (304) 233-1185 Website: www.mccoywealthmgmt.com
What does Mccoy Wealth Management do?

McCoy Wealth Management, LLC is a comprehensive financial services firm dedicated to enhancing clients' long-term financial success through customized programs. They specialize in the 401(k) retirement plan environment and offer a range of services including investment, estate, insurance, and tax planning. The firm prides itself on delivering a hig... h level of personalized service and expertise to its clients. Their target clients include individuals seeking to grow, protect, and conserve their wealth.Read More

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

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