Nicotera Wealth

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

313 Ushers Rd Ste 9, Ballston Lake, New ...

Phone Number

(518) 877-6600

Revenue

$5.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Nicotera Wealth

Nicotera Wealth Management is a family-owned firm that provides comprehensive financial and retirement planning solutions, prioritizing the financial well-being of its clients. The firm serves individuals, couples, business owners, and professionals, offering personalized advice tailored to their unique financial situations and goals. With a fiduciary commitment, Nicotera Wealth Management focuses on delivering ethical, transparent, and goal-oriented financial strategies to help clients navigate retirement planning and career transitions. Their services include investment management, tax strategies, estate planning, and ongoing financial guidance to ensure a secure financial future.Explore more
Popular SearchesNicotera WealthNicotera Asset Management LplNicotera Wealth ManagementNicotera Asset ManagementNicotera Asset Management IncSIC Code 62,628NAICS Code 52,523Show more

Nicotera Wealth Org Chart

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Client Relationship Manager

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Founder & Senior Financial Advisor

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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nicotera Wealth

$5.6M
11-50
Private
-
1998
BL
Brooke LaShombClient Relationship Manager
$6.2M
11-50
Private
-
2017
AB
Alex BelkinDirector, Portfolio & Manager
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2008
SM
Sadie McCarthyInvestor Relations Marketing Analyst
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Nicotera Wealth Tech Stack

A closer look at the technologies used by Nicotera Wealth

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Frequently Asked Questions Regarding Nicotera Wealth

What is Nicotera Wealth's official website?
Nicotera Wealth's official website is www.nicoterawealth.com
What is Nicotera Wealth's Revenue?
Nicotera Wealth's revenue is $5.6 Million
What is Nicotera Wealth's SIC code?
Nicotera Wealth's SIC: 62,628
What is Nicotera Wealth's NAICS code?
Nicotera Wealth's NAICS: 52,523
How many employees does Nicotera Wealth have?
Nicotera Wealth has 11-50 employees
What industry does Nicotera Wealth belong to?
Nicotera Wealth is in the industry of: Finance, Securities Trading
What is Nicotera Wealth competition?
Nicotera Wealth top competitors include: Wealth Advisory Services, Waterloo Capital, Pillar Wealth Management, Delphin Investments
What technology does Nicotera Wealth use?
Some of the popular technologies that Nicotera Wealth uses are: WooCommerce, WordPress.org, PHP, Proofpoint
How do I contact Nicotera Wealth?
Nicotera Wealth contact info: Phone number: (518) 877-6600 Website: www.nicoterawealth.com
What does Nicotera Wealth do?

Nicotera Wealth Management is a family-owned firm that provides comprehensive financial and retirement planning solutions, prioritizing the financial well-being of its clients. The firm serves individuals, couples, business owners, and professionals, offering personalized advice tailored to their unique financial situations and goals. With a fiduci... ary commitment, Nicotera Wealth Management focuses on delivering ethical, transparent, and goal-oriented financial strategies to help clients navigate retirement planning and career transitions. Their services include investment management, tax strategies, estate planning, and ongoing financial guidance to ensure a secure financial future.Read More

Is Nicotera Wealth a public company?
Nicotera Wealth is private company therefore does not currently have an official ticker symbol
See more information about Nicotera Wealth

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