McDaniel Wealth Management

Finance · Kentucky, United States · 11-50 Employees

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Overview

Headquarters

213 W Main St, Danville, Kentucky, 40422...

Phone Number

(859) 236-0595

Revenue

$6.9 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About McDaniel Wealth Management

McDaniel Wealth Management provides a range of financial services including investment management, financial planning, insurance, and tax return assistance. The firm focuses on building lasting relationships with individuals, families, and small businesses to help them achieve their financial goals. With a commitment to personalized service and community values, they empower clients to secure their financial future while enjoying the present. Their experienced team offers tailored financial strategies designed to meet the unique needs of each client.Explore more
McDaniel Wealth Management's Social MediaPopular SearchesMcDaniel Wealth Management PLLCMcDaniel Wealth ManagementMcDaniel WealthMcDaniel Wealth Management, PLLCLexingtonSIC Code 62,628NAICS Code 52,523Show more

McDaniel Wealth Management Org Chart

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TM
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McDaniel Wealth Managemen...

$6.9M
11-50
Private
-
2004
TM
Tim McDanielPresident & Founder
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$6.3M
11-50
Private
-
2004
LF
Linda FlynnVice President Long Term Care
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2017
CJ
Christopher JenkinsManaging Director
<$5M
1-10
Private
-
-
BI
Blake IsaeffFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

McDaniel Wealth Management Tech Stack

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Frequently Asked Questions Regarding McDaniel Wealth Management

What is McDaniel Wealth Management's official website?
McDaniel Wealth Management's official website is www.mcdanielwealthmanagement.com
What is McDaniel Wealth Management's Revenue?
McDaniel Wealth Management's revenue is $6.9 Million
What is McDaniel Wealth Management's SIC code?
McDaniel Wealth Management's SIC: 62,628
What is McDaniel Wealth Management's NAICS code?
McDaniel Wealth Management's NAICS: 52,523
How many employees does McDaniel Wealth Management have?
McDaniel Wealth Management has 11-50 employees
What industry does McDaniel Wealth Management belong to?
McDaniel Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is McDaniel Wealth Management competition?
McDaniel Wealth Management top competitors include: Sterling Total Wealth Solutions, Inlet Private Wealth, Waypoint Partners, Renaissance Wealth Management
What technology does McDaniel Wealth Management use?
Some of the popular technologies that McDaniel Wealth Management uses are: Amazon Web Hosting
How do I contact McDaniel Wealth Management?
McDaniel Wealth Management contact info: Phone number: (859) 236-0595 Website: www.mcdanielwealthmanagement.com
What does McDaniel Wealth Management do?

McDaniel Wealth Management provides a range of financial services including investment management, financial planning, insurance, and tax return assistance. The firm focuses on building lasting relationships with individuals, families, and small businesses to help them achieve their financial goals. With a commitment to personalized service and com... munity values, they empower clients to secure their financial future while enjoying the present. Their experienced team offers tailored financial strategies designed to meet the unique needs of each client.Read More

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

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