Penney Wise Wealth Advisors

Finance · Oklahoma, United States · 1-10 Employees

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Overview

Headquarters

10900 Hefner Pointe Dr Ste 302, Oklahoma...

Phone Number

(405) 418-7629

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Penney Wise Wealth Advisors

Penney Wise Wealth Advisors is an independent financial advisory firm based in Oklahoma City, specializing in retirement planning, investment management, and comprehensive financial strategies. With over 40 years of experience, they provide tailored services to help clients navigate their financial goals and prepare for retirement. Their offerings include tax strategies, estate planning, and real estate investments, ensuring a holistic approach to wealth management. The firm aims to guide clients through various life stages, from starting out to retirement, adapting strategies to market volatility.Explore more
Penney Wise Wealth Advisors's Social MediaPopular SearchesPenney Wise Wealth Advisors LLCPenney Wise Wealth AdvisorsPennywise LLCWise Wealth Advisors AsSIC Code 62,628NAICS Code 52,523Show more

Penney Wise Wealth Advisors Org Chart

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Independent Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Penney Wise Wealth Adviso...

<$5M
1-10
Private
-
2012
SP
Susan PenneyIndependent Financial Advisor
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
1-10
Private
-
2020
BS
Barbara SambuchiSenior Private Wealth Associate
<$5M
1-10
Private
-
2011
RC
Rachael CrawfordAdministrative Assistant
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Penney Wise Wealth Advisors Tech Stack

A closer look at the technologies used by Penney Wise Wealth Advisors

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Frequently Asked Questions Regarding Penney Wise Wealth Advisors

What is Penney Wise Wealth Advisors's official website?
Penney Wise Wealth Advisors's official website is www.penneywisewa.com
What is Penney Wise Wealth Advisors's Revenue?
Penney Wise Wealth Advisors's revenue is <$5 Million
What is Penney Wise Wealth Advisors's SIC code?
Penney Wise Wealth Advisors's SIC: 62,628
What is Penney Wise Wealth Advisors's NAICS code?
Penney Wise Wealth Advisors's NAICS: 52,523
How many employees does Penney Wise Wealth Advisors have?
Penney Wise Wealth Advisors has 1-10 employees
What industry does Penney Wise Wealth Advisors belong to?
Penney Wise Wealth Advisors is in the industry of: Finance, Securities Trading
What is Penney Wise Wealth Advisors competition?
Penney Wise Wealth Advisors top competitors include: Sachs Financial Servic, Wealth Management Group, Stratos Wealth Advisors, Cascade Wealth Advisors
What technology does Penney Wise Wealth Advisors use?
Some of the popular technologies that Penney Wise Wealth Advisors uses are: WooCommerce, WordPress.org, PHP, AppRiver
How do I contact Penney Wise Wealth Advisors?
Penney Wise Wealth Advisors contact info: Phone number: (405) 418-7629 Website: www.penneywisewa.com
What does Penney Wise Wealth Advisors do?

Penney Wise Wealth Advisors is an independent financial advisory firm based in Oklahoma City, specializing in retirement planning, investment management, and comprehensive financial strategies. With over 40 years of experience, they provide tailored services to help clients navigate their financial goals and prepare for retirement. Their offerings... include tax strategies, estate planning, and real estate investments, ensuring a holistic approach to wealth management. The firm aims to guide clients through various life stages, from starting out to retirement, adapting strategies to market volatility.Read More

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

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