Osaic Wealth

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

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Overview

Headquarters

290 Woodcliff Dr, Fairport, New York, 14...

Phone Number

(585) 794-5195

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Osaic Wealth

Osaic Wealth offers financial advisory services focused on retirement planning, providing resources such as the Retirement Success Playbook authored by Craig Houck. Their services cater to individuals at various stages of retirement, from those just beginning to plan to those who are recently retired and concerned about their financial future. The company emphasizes the importance of planning and offers checklists and newsletters to guide clients through their retirement journey. Osaic Wealth aims to help clients achieve a successful retirement by addressing their unique financial needs and milestones.Explore more
Popular SearchesOsaic WealthSIC Code 62,628NAICS Code 52,523Show more

Osaic Wealth Org Chart

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DG
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Managing Director, Executive Financial Adviso...

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MC
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Head Managing Director, Company Retirement Pl...

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KD
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Managing Director, Executive Financial Adviso...

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SH
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Managing Director, Executive Financial Adviso...

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JL
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Relationship Manager

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RL
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Retirement Plan Associate

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AP
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TPA Associate

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TPA Associate

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JS
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Retirement Plan Associate

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CC
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TPA Associate

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MC
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Relationship Manager

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KR
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Relationship Manager

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SB
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Financial Advisor

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Company Profile Activity

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Activity Insights

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

What does this means?

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

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Frequently Asked Questions Regarding Osaic Wealth

What is Osaic Wealth's official website?
Osaic Wealth's official website is www.retirementsuccessplaybook.com
What is Osaic Wealth's Revenue?
Osaic Wealth's revenue is <$5 Million
What is Osaic Wealth's SIC code?
Osaic Wealth's SIC: 62,628
What is Osaic Wealth's NAICS code?
Osaic Wealth's NAICS: 52,523
How many employees does Osaic Wealth have?
Osaic Wealth has 11-50 employees
What industry does Osaic Wealth belong to?
Osaic Wealth is in the industry of: Finance, Securities Trading
How do I contact Osaic Wealth?
Osaic Wealth contact info: Phone number: (585) 794-5195 Website: www.retirementsuccessplaybook.com
What does Osaic Wealth do?

Osaic Wealth offers financial advisory services focused on retirement planning, providing resources such as the Retirement Success Playbook authored by Craig Houck. Their services cater to individuals at various stages of retirement, from those just beginning to plan to those who are recently retired and concerned about their financial future. The... company emphasizes the importance of planning and offers checklists and newsletters to guide clients through their retirement journey. Osaic Wealth aims to help clients achieve a successful retirement by addressing their unique financial needs and milestones.Read More

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

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