Ogorek Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

6400 Sheridan Dr Ste 132, Williamsville,...

Phone Number

(716) 626-5000

Revenue

<$5 Million

Industry

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

Ogorek Wealth Management LLC, based in Williamsville, NY, offers certified no-fee financial advice and customized investment strategies aimed at helping clients achieve long-term financial success. The firm focuses on understanding clients' visions of success and provides support during unforeseen financial events. Led by experienced professionals, including President Anthony J. Ogorek, the company emphasizes a holistic approach to wealth management that goes beyond mere investment returns. Their target clients include individuals seeking personalized financial guidance and strategies for retirement planning.Explore more
Ogorek Wealth Management's Social MediaPopular SearchesOgorek Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Ogorek Wealth Management Org Chart

PhoneEmail
AC
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Partner, Director of Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ogorek Wealth Management

<$5M
1-10
Private
<$5M
1987
AC
Alicia CheneyPartner, Director of Operations
<$5M
1-10
Private
-
2002
TH
Thaddeus HedinHead Chief Compliance Officer, Operations
<$5M
1-10
Private
-
2014
JA
John AndersonPartner, Thornapple Financial Center Owner and President of MTC Business Services, Inc.
<$5M
1-10
Private
-
1982
GT
Gerald TownsendFounder & CEO
<$5M
1-10
Private
-
1998
JO
Joanna OlsonPortfolio Manager
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Ogorek Wealth Management financials insights

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

2020

Debt

$150K

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Ogorek Wealth Management Tech Stack

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Frequently Asked Questions Regarding Ogorek Wealth Management

What is Ogorek Wealth Management's official website?
Ogorek Wealth Management's official website is www.ogorek.com
What is Ogorek Wealth Management's Revenue?
Ogorek Wealth Management's revenue is <$5 Million
What is Ogorek Wealth Management's SIC code?
Ogorek Wealth Management's SIC: 62,628
What is Ogorek Wealth Management's NAICS code?
Ogorek Wealth Management's NAICS: 52,523
How many employees does Ogorek Wealth Management have?
Ogorek Wealth Management has 1-10 employees
What industry does Ogorek Wealth Management belong to?
Ogorek Wealth Management is in the industry of: Finance, Securities Trading
What is Ogorek Wealth Management competition?
Ogorek Wealth Management top competitors include: Dechtman Wealth Management, Norris Financial Group, Townsend Asset Management, Thornapple Financial Center
What technology does Ogorek Wealth Management use?
Some of the popular technologies that Ogorek Wealth Management uses are: reCAPTCHA, Proofpoint, Google Tag Manager, Google Workspace
How do I contact Ogorek Wealth Management?
Ogorek Wealth Management contact info: Phone number: (716) 626-5000 Website: www.ogorek.com
What does Ogorek Wealth Management do?

Ogorek Wealth Management LLC, based in Williamsville, NY, offers certified no-fee financial advice and customized investment strategies aimed at helping clients achieve long-term financial success. The firm focuses on understanding clients' visions of success and provides support during unforeseen financial events. Led by experienced professionals,... including President Anthony J. Ogorek, the company emphasizes a holistic approach to wealth management that goes beyond mere investment returns. Their target clients include individuals seeking personalized financial guidance and strategies for retirement planning.Read More

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

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