PWA Financial

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

503 Washington Ave Ste 1B, Newtown, Penn...

Phone Number

(215) 710-0737

Revenue

$5.4 Million

Industry

Finance Securities Trading

About PWA Financial

PWA Financial provides strategic financial advice to help clients achieve their financial goals through services such as estate planning, retirement planning, and portfolio management. The firm emphasizes a personalized approach, focusing on understanding each client's unique needs and aligning investment strategies accordingly. Additionally, PWA Financial offers specialized services through its Planning 4 Heroes initiative, catering to the financial and estate planning needs of frontline workers in the Middle Atlantic Region. With a commitment to professional standards and ethical conduct, PWA Financial aims to support clients in making informed financial decisions.Explore more
PWA Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

PWA Financial Org Chart

PhoneEmail
Michael Carlucci, Principal and Co-Owner, Founder at PWA Financial
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Principal and Co-Owner, Founder

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KC
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Principal

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VC
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Partner

PhoneEmail
BH
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Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PWA Financial

$5.4M
1-10
Private
-
2013
Michael Carlucci, Principal and Co-Owner, Founder at PWA Financial
Michael CarlucciPrincipal and Co-Owner, Founder
$7.6M
11-50
Private
-
1962
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
Illustration of an envelope

PWA Financial Tech Stack

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Frequently Asked Questions Regarding PWA Financial

What is PWA Financial's official website?
PWA Financial's official website is www.pwafinancial.com
What is PWA Financial's Revenue?
PWA Financial's revenue is $5.4 Million
What is PWA Financial's SIC code?
PWA Financial's SIC: 62,628
What is PWA Financial's NAICS code?
PWA Financial's NAICS: 52,523
How many employees does PWA Financial have?
PWA Financial has 1-10 employees
What industry does PWA Financial belong to?
PWA Financial is in the industry of: Finance, Securities Trading
What is PWA Financial competition?
PWA Financial top competitors include: Reynolds Wealth Management, Klauenberg Retirement Solutions, Fortune Wealth Management
What technology does PWA Financial use?
Some of the popular technologies that PWA Financial uses are: Drupal, Google Universal Analytics, Cloudflare CDN, AddToAny
How do I contact PWA Financial?
PWA Financial contact info: Phone number: (215) 710-0737 Website: www.pwafinancial.com
What does PWA Financial do?

PWA Financial provides strategic financial advice to help clients achieve their financial goals through services such as estate planning, retirement planning, and portfolio management. The firm emphasizes a personalized approach, focusing on understanding each client's unique needs and aligning investment strategies accordingly. Additionally, PWA F... inancial offers specialized services through its Planning 4 Heroes initiative, catering to the financial and estate planning needs of frontline workers in the Middle Atlantic Region. With a commitment to professional standards and ethical conduct, PWA Financial aims to support clients in making informed financial decisions.Read More

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

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