PBJ Wealth

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

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Overview

Headquarters

2700 Bellevue Ave, Syracuse, New York, 1...

Phone Number

(315) 430-3478

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About PBJ Wealth

PBJ Wealth Management is an independent financial advisory firm that offers a comprehensive range of services including wealth management, retirement planning, estate planning, risk management, business planning, and taxation. Their team of experienced professionals is dedicated to providing objective guidance tailored to individual financial goals and needs. They cater to both employees and employers, ensuring customized strategies for retirement and financial planning. PBJ Wealth Management aims to empower clients to achieve financial freedom and confidence in their retirement planning.Explore more
Popular SearchesPBJ WealthPBJ Wealth ManagementWealth ManagementPbj Wealth Management LLCPBJ Wealth Management - 126SIC Code 62,628NAICS Code 52,523Show more

PBJ Wealth Org Chart

PhoneEmail
LH
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Client Relationship Manager

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NH
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Wealth Management Intern

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PBJ Wealth

<$5M
1-10
Private
-
2008
LH
Lisa HooverClient Relationship Manager
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

PBJ Wealth Tech Stack

A closer look at the technologies used by PBJ Wealth

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Frequently Asked Questions Regarding PBJ Wealth

What is PBJ Wealth's official website?
PBJ Wealth's official website is www.pbjwealth.com
What is PBJ Wealth's Revenue?
PBJ Wealth's revenue is <$5 Million
What is PBJ Wealth's SIC code?
PBJ Wealth's SIC: 62,628
What is PBJ Wealth's NAICS code?
PBJ Wealth's NAICS: 52,523
How many employees does PBJ Wealth have?
PBJ Wealth has 1-10 employees
What industry does PBJ Wealth belong to?
PBJ Wealth is in the industry of: Finance, Securities Trading
What is PBJ Wealth competition?
PBJ Wealth top competitors include: Elevate Wealth Planning, Commonwealth Financial Network, Somerset Hills Wealth Management, Focus Financial Network
What technology does PBJ Wealth use?
Some of the popular technologies that PBJ Wealth uses are: DocuSign, Drupal, Cloudflare Website Optimization, Google Universal Analytics
How do I contact PBJ Wealth?
PBJ Wealth contact info: Phone number: (315) 430-3478 Website: www.pbjwealth.com
What does PBJ Wealth do?

PBJ Wealth Management is an independent financial advisory firm that offers a comprehensive range of services including wealth management, retirement planning, estate planning, risk management, business planning, and taxation. Their team of experienced professionals is dedicated to providing objective guidance tailored to individual financial goals... and needs. They cater to both employees and employers, ensuring customized strategies for retirement and financial planning. PBJ Wealth Management aims to empower clients to achieve financial freedom and confidence in their retirement planning.Read More

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

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