Moretz Wealth Management

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

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Overview

Headquarters

347 N Main St Ste B, Mooresville, North ...

Phone Number

(704) 230-2349

Revenue

<$5 Million

Industry

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

Moretz Wealth Management LLC, led by Garrett Moretz, offers comprehensive financial planning and management services grounded in biblical principles. With over 25 years of experience, they specialize in retirement income strategies, asset protection, family legacy planning, and extended care solutions. Their intended clients include individuals, families, and business owners seeking to grow and protect their wealth while creating a meaningful legacy. The firm emphasizes stewardship and aims to provide peace of mind through customized financial solutions.Explore more
Moretz Wealth Management's Social MediaPopular SearchesMoretz Wealth Management LLCMoretz Wealth Managementmoretzwealthmanagement.comRetirement Portfolio LifespanSIC Code 62,628NAICS Code 52,523Show more

Moretz Wealth Management Org Chart

PhoneEmail
GM
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Owner and Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Moretz Wealth Management

<$5M
1-10
Private
<$5M
2009
GM
Garrett MoretzOwner and Principal
<$5M
1-10
Private
-
1977
CS
Christie StoneOffice Manager
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
-
JS
Jeanette SackolFinancial Professional
<$5M
1-10
Private
-
2015
BR
Ben RidingsPresident, Institutional Wealth
<$5M
1-10
Private
-
2005
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Moretz Wealth Management financials insights

Gather financial insights about Moretz Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$18K

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Moretz Wealth Management Tech Stack

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Moretz Wealth Management News & Media

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Frequently Asked Questions Regarding Moretz Wealth Management

What is Moretz Wealth Management's official website?
Moretz Wealth Management's official website is www.moretzwealthmanagement.com
What is Moretz Wealth Management's Revenue?
Moretz Wealth Management's revenue is <$5 Million
What is Moretz Wealth Management's SIC code?
Moretz Wealth Management's SIC: 62,628
What is Moretz Wealth Management's NAICS code?
Moretz Wealth Management's NAICS: 52,523
How many employees does Moretz Wealth Management have?
Moretz Wealth Management has 1-10 employees
What industry does Moretz Wealth Management belong to?
Moretz Wealth Management is in the industry of: Finance, Securities Trading
What is Moretz Wealth Management competition?
Moretz Wealth Management top competitors include: Tewksbury Financial, Simmons Wealth Management, SR Investment Holdings, Broadridge Financial Solutions
What technology does Moretz Wealth Management use?
Some of the popular technologies that Moretz Wealth Management uses are: reCAPTCHA, Google Font API, Microsoft 365, Vimeo
How do I contact Moretz Wealth Management?
Moretz Wealth Management contact info: Phone number: (704) 230-2349 Website: www.moretzwealthmanagement.com
What does Moretz Wealth Management do?

Moretz Wealth Management LLC, led by Garrett Moretz, offers comprehensive financial planning and management services grounded in biblical principles. With over 25 years of experience, they specialize in retirement income strategies, asset protection, family legacy planning, and extended care solutions. Their intended clients include individuals, fa... milies, and business owners seeking to grow and protect their wealth while creating a meaningful legacy. The firm emphasizes stewardship and aims to provide peace of mind through customized financial solutions.Read More

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

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