Safe Haven Wealth Management

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

2846 Biddle Ave, Wyandotte, Michigan, 48...

Phone Number

(734) 767-8477

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Safe Haven Wealth Management

Safe Haven Wealth Management specializes in tailored retirement income planning, tax strategies, and investment management. Founded by former high school business teacher Brian Teets, the firm focuses on creating custom financial plans that reflect clients' personal values and goals. With over 14 years of experience, they emphasize an approachable and understandable financial planning process for individuals in Southeastern Michigan. Their services include retirement planning, legacy planning, insurance strategies, social security optimization, and ongoing support.Explore more
Safe Haven Wealth Management's Social MediaPopular SearchesSafe Haven Wealth ManagementHaven Wealth ManagementSafe Haven Management Associates LLCSafe Haven Wealth Management IncSafe Haven Wealth Management - HomeSIC Code 62,628NAICS Code 52,523Show more

Safe Haven Wealth Management Org Chart

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BT
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Registered Investment Advisor

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Compare insights from companies similar to Safe Haven Wealth Management, 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

Safe Haven Wealth Managem...

<$5M
1-10
Private
-
2015
BT
Bryan TeetsRegistered Investment Advisor
<$5M
11-50
Private
-
1979
LW
Laura WillinghamChief Human Resources Officer
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2019
LK
Larry KallevigFounder & CEO
<$5M
1-10
Private
-
2002
FH
Fiona HallInternal Manager
<$5M
1-10
Private
-
2009
JB
Jeffrey BlissFounder & President
<$5M
1-10
Private
-
2020
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Safe Haven Wealth Management Tech Stack

A closer look at the technologies used by Safe Haven Wealth Management

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Frequently Asked Questions Regarding Safe Haven Wealth Management

What is Safe Haven Wealth Management's official website?
Safe Haven Wealth Management's official website is www.safehavenwealthmgmt.com
What is Safe Haven Wealth Management's Revenue?
Safe Haven Wealth Management's revenue is <$5 Million
What is Safe Haven Wealth Management's SIC code?
Safe Haven Wealth Management's SIC: 62,628
What is Safe Haven Wealth Management's NAICS code?
Safe Haven Wealth Management's NAICS: 52,523
How many employees does Safe Haven Wealth Management have?
Safe Haven Wealth Management has 1-10 employees
What industry does Safe Haven Wealth Management belong to?
Safe Haven Wealth Management is in the industry of: Finance, Securities Trading
What is Safe Haven Wealth Management competition?
Safe Haven Wealth Management top competitors include: LaCroix Wealth Management Group, Torero Financial, Bliss Wealth Management, The PAM Group
What technology does Safe Haven Wealth Management use?
Some of the popular technologies that Safe Haven Wealth Management uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Safe Haven Wealth Management?
Safe Haven Wealth Management contact info: Phone number: (734) 767-8477 Website: www.safehavenwealthmgmt.com
What does Safe Haven Wealth Management do?

Safe Haven Wealth Management specializes in tailored retirement income planning, tax strategies, and investment management. Founded by former high school business teacher Brian Teets, the firm focuses on creating custom financial plans that reflect clients' personal values and goals. With over 14 years of experience, they emphasize an approachable... and understandable financial planning process for individuals in Southeastern Michigan. Their services include retirement planning, legacy planning, insurance strategies, social security optimization, and ongoing support.Read More

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

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