Riverbend Wealth Management

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

1341 44th Ave N Ste 102, Myrtle Beach, S...

Phone Number

(843) 970-1049

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
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1
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About Riverbend Wealth Management

Riverbend Wealth Management specializes in retirement-focused financial planning for clients in South Carolina, North Carolina, and Georgia. They offer personalized services in wealth management, business planning, and retirement planning, emphasizing a client-centered approach that prioritizes individual values and goals. The firm operates as a fee-only fiduciary advisor, ensuring transparency and tailored strategies for retirees, widows, and business owners navigating major life transitions. Their mission is to help clients achieve financial peace of mind and a fulfilling life through effective financial planning.Explore more
Riverbend Wealth Management's Social MediaPopular SearchesRiverbend Wealth ManagementJeremy Finger Riverbend Wealth ManagementFinger Riverbend Wealth Managementriverbendwealthmanagement JunSIC Code 62,628NAICS Code 52,523Show more

Riverbend Wealth Management Org Chart

JF
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Founder & Chief Executive Officer

PhoneEmail
KL
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Marketing Coordinator

PhoneEmail
PS
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Financial Advisor

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Riverbend Wealth Manageme...

<$5M
1-10
Private
-
2019
JF
Jeremy FingerFounder & CEO
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2016
LS
Leo SchlangenCertified Financial Planner
<$5M
1-10
Private
-
-
MP
Michelle PikePrincipal, Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Riverbend Wealth Management Tech Stack

A closer look at the technologies used by Riverbend Wealth Management

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Frequently Asked Questions Regarding Riverbend Wealth Management

What is Riverbend Wealth Management's official website?
Riverbend Wealth Management's official website is www.riverbendwealthmanagement.com
What is Riverbend Wealth Management's Revenue?
Riverbend Wealth Management's revenue is <$5 Million
What is Riverbend Wealth Management's SIC code?
Riverbend Wealth Management's SIC: 62,628
What is Riverbend Wealth Management's NAICS code?
Riverbend Wealth Management's NAICS: 52,523
How many employees does Riverbend Wealth Management have?
Riverbend Wealth Management has 1-10 employees
What industry does Riverbend Wealth Management belong to?
Riverbend Wealth Management is in the industry of: Finance, Securities Trading
What is Riverbend Wealth Management competition?
Riverbend Wealth Management top competitors include: Covenant Wealth Advisors, Radnor Financial Advisors, Charles Carroll Financial Partners, Regal Creek Wealth Management
What technology does Riverbend Wealth Management use?
Some of the popular technologies that Riverbend Wealth Management uses are: Cloudflare Rocket Loader, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Riverbend Wealth Management?
Riverbend Wealth Management contact info: Phone number: (843) 970-1049 Website: www.riverbendwealthmanagement.com
What does Riverbend Wealth Management do?

Riverbend Wealth Management specializes in retirement-focused financial planning for clients in South Carolina, North Carolina, and Georgia. They offer personalized services in wealth management, business planning, and retirement planning, emphasizing a client-centered approach that prioritizes individual values and goals. The firm operates as a fe... e-only fiduciary advisor, ensuring transparency and tailored strategies for retirees, widows, and business owners navigating major life transitions. Their mission is to help clients achieve financial peace of mind and a fulfilling life through effective financial planning.Read More

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

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