Safe Wealth Planners

Finance · Canada · 11-50 Employees

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Overview

Headquarters

120 Okanagan Ave SE, Salmon Arm, British...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Safe Wealth Planners

Safe Wealth Planners Inc. is an independent, full-service financial planning office that specializes in wealth, legacy, tax, and protection planning. The company offers a wide range of services including financial planning, life insurance, education plans, employee benefits, and retirement plans, tailored to meet the unique needs of families. Founded by Steve J Hammer, SWP focuses on building long-term relationships with clients and professional partners to secure their financial futures. The firm primarily serves corporate clients while also advising on charitable giving and maximizing tax savings.Explore more
Popular SearchesSafe Wealth Planners IncSIC Code 62,628NAICS Code 52,523Show more

Safe Wealth Planners Org Chart

PhoneEmail
SH
Canada flag for contact location.

Managing Partner

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
SB
Canada flag for contact location.

Administrative Assistant

PhoneEmail

PhoneEmail
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Activity Insights

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

What does this means?

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

Safe Wealth Planners Tech Stack

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Frequently Asked Questions Regarding Safe Wealth Planners

What is Safe Wealth Planners's official website?
Safe Wealth Planners's official website is www.safewealthplanners.ca
What is Safe Wealth Planners's Revenue?
Safe Wealth Planners's revenue is <$5 Million
What is Safe Wealth Planners's SIC code?
Safe Wealth Planners's SIC: 62,628
What is Safe Wealth Planners's NAICS code?
Safe Wealth Planners's NAICS: 52,523
How many employees does Safe Wealth Planners have?
Safe Wealth Planners has 11-50 employees
What industry does Safe Wealth Planners belong to?
Safe Wealth Planners is in the industry of: Finance, Securities Trading
What technology does Safe Wealth Planners use?
Some of the popular technologies that Safe Wealth Planners uses are: WordPress.org, PHP, Microsoft 365, Fastly
What does Safe Wealth Planners do?

Safe Wealth Planners Inc. is an independent, full-service financial planning office that specializes in wealth, legacy, tax, and protection planning. The company offers a wide range of services including financial planning, life insurance, education plans, employee benefits, and retirement plans, tailored to meet the unique needs of families. Found... ed by Steve J Hammer, SWP focuses on building long-term relationships with clients and professional partners to secure their financial futures. The firm primarily serves corporate clients while also advising on charitable giving and maximizing tax savings.Read More

Is Safe Wealth Planners a public company?
Safe Wealth Planners is private company therefore does not currently have an official ticker symbol
See more information about Safe Wealth Planners

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