Peter Oldziey & Associates

Finance · Delaware, United States · 1-10 Employees

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Overview

Headquarters

15 Park Dr, Dover, Delaware, 19901, Unit...

Phone Number

(302) 736-5005

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Peter Oldziey & Associates

Peter A. Oldziey & Associates specializes in Values Based Financial Planning, focusing on helping clients clarify their values and articulate their goals. They provide coaching to develop lifelong financial plans that align with clients' most important aspirations. The firm offers a range of financial services, including investment advisory and brokerage services, tailored to meet the needs of individuals in the United States. Their mission is to enrich clients' lives by supporting them in living their dreams through informed financial choices.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Peter Oldziey & Associates Org Chart

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Administrative Manager

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Registered Administrative Assistant

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Registered Administrative Assistant

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Registered Administrative Assistant

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Compare Similar Companies to Peter Oldziey & Associates

Compare insights from companies similar to Peter Oldziey & Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peter Oldziey & Associate...

<$5M
1-10
Private
-
2007
VH
Valorie HaileyAdministrative Manager
<$5M
1-10
Private
-
2000
ST
Scott TestVice President, Planning
<$5M
1-10
Private
-
2003
YI
Yolanda IrizarryOperations Assistant & Manager
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Peter Oldziey & Associates Tech Stack

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Frequently Asked Questions Regarding Peter Oldziey & Associates

What is Peter Oldziey & Associates's official website?
Peter Oldziey & Associates's official website is www.peteroldziey.com
What is Peter Oldziey & Associates's Revenue?
Peter Oldziey & Associates's revenue is <$5 Million
What is Peter Oldziey & Associates's SIC code?
Peter Oldziey & Associates's SIC: 62,628
What is Peter Oldziey & Associates's NAICS code?
Peter Oldziey & Associates's NAICS: 52,523
How many employees does Peter Oldziey & Associates have?
Peter Oldziey & Associates has 1-10 employees
What industry does Peter Oldziey & Associates belong to?
Peter Oldziey & Associates is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Peter Oldziey & Associates competition?
Peter Oldziey & Associates top competitors include: Investment Advisory Group, DeFrate & Paavola
What technology does Peter Oldziey & Associates use?
Some of the popular technologies that Peter Oldziey & Associates uses are: Google Universal Analytics, Eploy, Smarsh, Engage ATS
How do I contact Peter Oldziey & Associates?
Peter Oldziey & Associates contact info: Phone number: (302) 736-5005 Website: www.peteroldziey.com
What does Peter Oldziey & Associates do?

Peter A. Oldziey & Associates specializes in Values Based Financial Planning, focusing on helping clients clarify their values and articulate their goals. They provide coaching to develop lifelong financial plans that align with clients' most important aspirations. The firm offers a range of financial services, including investment advisory and bro... kerage services, tailored to meet the needs of individuals in the United States. Their mission is to enrich clients' lives by supporting them in living their dreams through informed financial choices.Read More

Is Peter Oldziey & Associates a public company?
Peter Oldziey & Associates is private company therefore does not currently have an official ticker symbol
See more information about Peter Oldziey & Associates

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