Scatolini Wealth Management
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
70 Post Office Park Ste 7004, Wilbraham,...Phone Number
(413) 596-9033Website
www.scatoliniwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Scatolini Wealth Management
Scatolini Wealth Management specializes in providing personalized financial planning, retirement planning, and customized investment portfolios to clients. Led by Carol Scatolini, a Certified Financial Planner, the firm focuses on understanding each client's unique financial needs and goals, offering tailored strategies to help them succeed financially. The company serves a diverse clientele, including families, business owners, and charitable organizations, with a commitment to building lasting relationships and ensuring clients feel confident in their investment choices. Their goals-based planning process, known as Envision, emphasizes regular communication and adjustments to align with clients' evolving circumstances.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Scatolini Wealth Manageme...
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Scatolini Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Scatolini Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Scatolini Wealth Management.
Scatolini Wealth Management Tech Stack
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Scatolini Wealth Management specializes in providing personalized financial planning, retirement planning, and customized investment portfolios to clients. Led by Carol Scatolini, a Certified Financial Planner, the firm focuses on understanding each client's unique financial needs and goals, offering tailored strategies to help them succeed financi... Read More
