McKell Partners

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

3714 Tibbetts St Ste 100, Riverside, Cal...

Phone Number

(888) 704-1337

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About McKell Partners

McKell Partners Wealth Management is a financial planning firm based in Riverside, CA, dedicated to helping individuals and families achieve financial peace through comprehensive financial strategies. They offer a range of services including retirement income planning, estate planning, tax strategy, and long-term care protection strategies. Their intended clients include individuals, families, business owners, and professionals seeking to mitigate financial risks and reach their financial objectives. The firm emphasizes a personalized approach, focusing on understanding clients' unique financial situations and needs.Explore more
McKell Partners's Social MediaPopular SearchesMcKell PartnersMckell Enterprises IncMckell Partners LLCMcKell Partners Wealth ManagementMckellpartnersSIC Code 62,628NAICS Code 52,523Show more

McKell Partners Org Chart

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Client Relationship Manager

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Office Manager

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Manager, Practice Development

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McKell Partners

<$5M
1-10
Private
-
2009
NS
Nancy SamaanClient Relationship Manager
<$5M
1-10
Private
-
2007
Lisa Bussenger, President & Owner at Bussenger Financial Group
Lisa BussengerPresident & Owner
<$5M
1-10
Private
-
2019
DB
Darrin BrooksRepresentative
<$5M
1-10
Private
-
-
ST
Sheila TaylorOffice Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1901
AJ
Andrew JoyceInvestment Advisor & Representative & Financial Services Representative
<$5M
1-10
Private
-
-
Gloria Franz, Founder & President, Cfp (R) at Franz Tatum Wealth Management
Gloria FranzFounder & President, Cfp (R)
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Company Profile Activity

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Activity Insights

McKell Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

McKell Partners Tech Stack

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Frequently Asked Questions Regarding McKell Partners

What is McKell Partners's official website?
McKell Partners's official website is www.mckellpartners.com
What is McKell Partners's Revenue?
McKell Partners's revenue is <$5 Million
What is McKell Partners's SIC code?
McKell Partners's SIC: 62,628
What is McKell Partners's NAICS code?
McKell Partners's NAICS: 52,523
How many employees does McKell Partners have?
McKell Partners has 1-10 employees
What industry does McKell Partners belong to?
McKell Partners is in the industry of: Finance, Securities Trading
What is McKell Partners competition?
McKell Partners top competitors include: Copper Canyon Wealth Management, Bussenger Financial Group, Franz Tatum Wealth Management, Legacy One Financial
What technology does McKell Partners use?
Some of the popular technologies that McKell Partners uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Mailgun
How do I contact McKell Partners?
McKell Partners contact info: Phone number: (888) 704-1337 Website: www.mckellpartners.com
What does McKell Partners do?

McKell Partners Wealth Management is a financial planning firm based in Riverside, CA, dedicated to helping individuals and families achieve financial peace through comprehensive financial strategies. They offer a range of services including retirement income planning, estate planning, tax strategy, and long-term care protection strategies. Their i... ntended clients include individuals, families, business owners, and professionals seeking to mitigate financial risks and reach their financial objectives. The firm emphasizes a personalized approach, focusing on understanding clients' unique financial situations and needs.Read More

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

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