Parsons Wealth Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
721 Purissima St Ste C, Half Moon Bay, C...Phone Number
(650) 726-0640Website
www.parsonswealthmgmt.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Parsons Wealth Management
Parsons Wealth Management offers personalized financial guidance and comprehensive wealth management services to individuals and families. Their dedicated wealth advisors assist clients in navigating financial milestones, from investment management to tax planning, ensuring that each plan aligns with the client's unique goals and values. With a commitment to clarity and confidence, they provide ongoing support to help clients achieve true financial freedom. The firm aims to be a strategic partner in their clients' financial journeys, empowering them to make informed decisions.Explore more
Parsons Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Parsons Wealth Management
<$5M
11-50
Private
<$5M
2011
CS
Carla StirlingManager, Operations & Administrative Assistant, Lpl Registered
<$5M
1-10
Private
-
1985
SM
Shandie MorrisonPlanning & Registered Operations Coordinator & Representative
Company Profile Activity
Activity Insights
Parsons Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Parsons Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Parsons Wealth Management.
Parsons Wealth Management financials insights
Gather financial insights about Parsons Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Parsons Wealth Management Tech Stack
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Frequently Asked Questions Regarding Parsons Wealth Management
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Parsons Wealth Management offers personalized financial guidance and comprehensive wealth management services to individuals and families. Their dedicated wealth advisors assist clients in navigating financial milestones, from investment management to tax planning, ensuring that each plan aligns with the client's unique goals and values. With a com... Read More
