McHarg & Associates

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

601 University Ave Ste 108, Sacramento, ...

Phone Number

(916) 922-5812

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About McHarg & Associates

McHarg & Associates Wealth Planning is a financial services firm that specializes in retirement income and wealth preservation for individuals and families. They offer comprehensive planning, retirement planning, and investment income planning services, focusing on helping clients achieve their financial and lifestyle goals. The firm emphasizes a proactive approach to wealth planning, ensuring that clients' strategies align with their personal objectives. With a commitment to providing dedicated and responsive service, McHarg & Associates aims to inspire confidence in their clients' financial futures.Explore more
McHarg & Associates's Social MediaPopular SearchesMcHarg & AssociatesMcHarg & Associates Wealth PlanningCourtney McHargCourtney Mcharg, Mcharg & AssociatesMcHarg Associates Wealth PlanningSIC Code 62,628NAICS Code 52,523Show more

McHarg & Associates Org Chart

PhoneEmail
CM
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Manager, Wealth & President

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Compare insights from companies similar to McHarg & Associates, 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

McHarg & Associates

<$5M
1-10
Private
-
-
CM
Courtney McHargManager, Wealth & President
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
<$5M
-
Gary Hokin, President at Hokin Investment Advisors
Gary HokinPresident
<$5M
1-10
Private
-
2015
LB
Lester BotkinFinancial, Cfa Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

McHarg & Associates Tech Stack

A closer look at the technologies used by McHarg & Associates

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Frequently Asked Questions Regarding McHarg & Associates

What is McHarg & Associates's official website?
McHarg & Associates's official website is www.mchargassociates.com
What is McHarg & Associates's Revenue?
McHarg & Associates's revenue is <$5 Million
What is McHarg & Associates's SIC code?
McHarg & Associates's SIC: 62,628
What is McHarg & Associates's NAICS code?
McHarg & Associates's NAICS: 52,523
How many employees does McHarg & Associates have?
McHarg & Associates has 1-10 employees
What industry does McHarg & Associates belong to?
McHarg & Associates is in the industry of: Finance, Securities Trading
What is McHarg & Associates competition?
McHarg & Associates top competitors include: Sterling Total Wealth Solutions, Phase 2 Wealth Advisors, Botkin Family Wealth Management, Stratos Wealth Advisors
What technology does McHarg & Associates use?
Some of the popular technologies that McHarg & Associates uses are: Drupal, Vimeo, Google Tag Manager, jsDelivr
How do I contact McHarg & Associates?
McHarg & Associates contact info: Phone number: (916) 922-5812 Website: www.mchargassociates.com
What does McHarg & Associates do?

McHarg & Associates Wealth Planning is a financial services firm that specializes in retirement income and wealth preservation for individuals and families. They offer comprehensive planning, retirement planning, and investment income planning services, focusing on helping clients achieve their financial and lifestyle goals. The firm emphasizes a p... roactive approach to wealth planning, ensuring that clients' strategies align with their personal objectives. With a commitment to providing dedicated and responsive service, McHarg & Associates aims to inspire confidence in their clients' financial futures.Read More

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

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