Palmetto WealthCARE

Finance · 1-10 Employees

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Overview

Phone Number

(803) 779-5870

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
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1

About Palmetto WealthCARE

Rogers Laban, CPAs and Financial Consultants, was organized in 1970 and has always taken great pride in serving the professional CPA needs of numerous individuals, businesses, governmental and not-for-profit entities throughout the State of South Carolina. Our practice has always included traditional CPA services and since 1999, we have been providing comprehensive financial services through Palmetto WealthCARE, LLC, our wholly owned subsidiary. Our goal is to provide our clients with personalized services to help them meet their personal and business needs in a professional manner. Our mission is to professionally provide the traditional CPA and financial services available in a coordinated effort that will result in clients minimizing taxes and accumulating assets in the most tax optimized way and give our team of professionals challenging and financially rewarding careers. Avantax affiliated advisors may only conduct business with residents of the states for which they are properlyRead more
Popular SearchesPalmetto Wealthcare LLCRogers Laban PASIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Palmetto WealthCARE

<$5M
1-10
Private
-
2006
N/A
<$5M
11-50
Private
<$5M
1990
CW
Christina WeinerManager, Accounting
<$5M
1-10
Private
<$5M
-
DK
Dawn KozlowskiOffice Manager
<$5M
1-10
Private
-
1970
<$5M
1-10
Private
-
2003
PW
Pamela WarrenBookkeeper and Assistant
<$5M
1-10
Private
<$5M
2005
<$5M
1-10
Private
-
1998
AW
Angela WohlhaeferFinancial Advisor & Manager, Client Services
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Palmetto WealthCARE is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Palmetto WealthCARE Tech Stack

A closer look at the technologies used by Palmetto WealthCARE

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Frequently Asked Questions Regarding Palmetto WealthCARE

What is Palmetto WealthCARE's official website?
Palmetto WealthCARE's official website is www.palmettowealthcare.com
What is Palmetto WealthCARE's Revenue?
Palmetto WealthCARE's revenue is <$5 Million
What is Palmetto WealthCARE's SIC code?
Palmetto WealthCARE's SIC: 62,628
What is Palmetto WealthCARE's NAICS code?
Palmetto WealthCARE's NAICS: 52,523
How many employees does Palmetto WealthCARE have?
Palmetto WealthCARE has 1-10 employees
What industry does Palmetto WealthCARE belong to?
Palmetto WealthCARE is in the industry of: Finance, Securities Trading
What is Palmetto WealthCARE competition?
Palmetto WealthCARE top competitors include: Rogers Laban, Ehlen Heldman, Rene S Randel, Gerry Andrade & Associates
What technology does Palmetto WealthCARE use?
Some of the popular technologies that Palmetto WealthCARE uses are: Google Universal Analytics, Google Font API, Microsoft 365, GoDaddy DNS
How do I contact Palmetto WealthCARE?
Palmetto WealthCARE contact info: Phone number: (803) 779-5870 Website: www.palmettowealthcare.com
What does Palmetto WealthCARE do?

Rogers Laban, CPAs and Financial Consultants, was organized in 1970 and has always taken great pride in serving the professional CPA needs of numerous individuals, businesses, governmental and not-for-profit entities throughout the State of South Carolina. Our practice has always included traditional CPA services and since 1999, we have been provid... ing comprehensive financial services through Palmetto WealthCARE, LLC, our wholly owned subsidiary. Our goal is to provide our clients with personalized services to help them meet their personal and business needs in a professional manner. Our mission is to professionally provide the traditional CPA and financial services available in a coordinated effort that will result in clients minimizing taxes and accumulating assets in the most tax optimized way and give our team of professionals challenging and financially rewarding careers. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services, Member FINRA , SIPC . Investment advisory services offered through Avantax Advisory Services. Insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.Read More

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

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