ProWealth

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

201 Jones Rd Fl 5, Waltham, Massachusett...

Phone Number

(781) 392-1767

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
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1
1
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1

About ProWealth

ProWealth, LLC is a financial services firm based in Tewksbury, MA, specializing in comprehensive wealth management and investment strategies. The company aims to assist clients, including physicians, business owners, executives, and retirees, in navigating complex financial landscapes and achieving their financial goals while minimizing stress and risk. With over 35 years of combined experience, ProWealth provides tailored financial solutions that focus on tax efficiency and long-term wealth protection. Their team of CERTIFIED FINANCIAL PLANNERS emphasizes a personalized approach, ensuring that each client’s unique aspirations and circumstances are addressed.Explore more
ProWealth's Social MediaPopular SearchesProwealth LLCNew York Life Insurance CoSIC Code 62,628NAICS Code 52,523Show more

ProWealth Org Chart

PhoneEmail
MD
United States flag for contact location.

Manager, Operation

PhoneEmail
CL
United States flag for contact location.

Office Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ProWealth

<$5M
1-10
Private
-
2020
MD
Matthew DolanManager, Operation
$6.9M
11-50
Private
-
-
SD
Shannan DukeLicensed Service Assistant
$5.5M
1-10
Private
-
-
CL
Carol LyonsLicensed Service Assistant
<$5M
1-10
Private
-
1990
RC
Roni CarlsonAdministrative Assistant
<$5M
1-10
Private
-
1979
N/A
<$5M
1-10
Private
-
2010
JV
Jeffrey VarsaFinancial Advisor
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

ProWealth Tech Stack

A closer look at the technologies used by ProWealth

Top Finance Companies

Frequently Asked Questions Regarding ProWealth

What is ProWealth's official website?
ProWealth's official website is www.prowealth-llc.com
What is ProWealth's Revenue?
ProWealth's revenue is <$5 Million
What is ProWealth's SIC code?
ProWealth's SIC: 62,628
What is ProWealth's NAICS code?
ProWealth's NAICS: 52,523
How many employees does ProWealth have?
ProWealth has 1-10 employees
What industry does ProWealth belong to?
ProWealth is in the industry of: Finance, Securities Trading
What is ProWealth competition?
ProWealth top competitors include: Rogers Financial Group, Lindblad Financial Group, The Varsa Group, Duke Financial & Insurance Strategies
What technology does ProWealth use?
Some of the popular technologies that ProWealth uses are: MailChimp, Microsoft Azure, YouTube, Neustar UltraDNS
How do I contact ProWealth?
ProWealth contact info: Phone number: (781) 392-1767 Website: www.prowealth-llc.com
What does ProWealth do?

ProWealth, LLC is a financial services firm based in Tewksbury, MA, specializing in comprehensive wealth management and investment strategies. The company aims to assist clients, including physicians, business owners, executives, and retirees, in navigating complex financial landscapes and achieving their financial goals while minimizing stress and... risk. With over 35 years of combined experience, ProWealth provides tailored financial solutions that focus on tax efficiency and long-term wealth protection. Their team of CERTIFIED FINANCIAL PLANNERS emphasizes a personalized approach, ensuring that each client’s unique aspirations and circumstances are addressed.Read More

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

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