Schantz Wealth Services

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

500 Summit Lake Dr, Valhalla, New York, ...

Phone Number

(914) 909-1599

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Schantz Wealth Services

Schantz Wealth Services is a client-centric financial services firm that specializes in socially responsible investments to help clients achieve their financial goals. The firm emphasizes building strong, long-term relationships with clients to understand their unique financial needs and aspirations. Their clientele typically consists of socially and environmentally conscious individuals who are committed to creating a sustainable world. The company operates under Westchester Benefit Group Inc. and offers various financial tools and resources to assist clients in their financial planning.Explore more
Popular SearchesSchantz Wealth ServicesSIC Code 62,628NAICS Code 52,523Show more

Schantz Wealth Services Org Chart

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Director, Operations

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Director, Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schantz Wealth Services

$5.1M
11-50
Private
-
-
SA
Susan AxelrodDirector, Operations
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2020
BT
Brian ThomasManaging Partner, Financial Advisor
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
2012
PR
Paul RagonePresident & Manager, Wealth
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Schantz Wealth Services Tech Stack

A closer look at the technologies used by Schantz Wealth Services

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Frequently Asked Questions Regarding Schantz Wealth Services

What is Schantz Wealth Services's official website?
Schantz Wealth Services's official website is www.schantzwealth.com
What is Schantz Wealth Services's Revenue?
Schantz Wealth Services's revenue is $5.1 Million
What is Schantz Wealth Services's SIC code?
Schantz Wealth Services's SIC: 62,628
What is Schantz Wealth Services's NAICS code?
Schantz Wealth Services's NAICS: 52,523
How many employees does Schantz Wealth Services have?
Schantz Wealth Services has 11-50 employees
What industry does Schantz Wealth Services belong to?
Schantz Wealth Services is in the industry of: Finance, Securities Trading
What is Schantz Wealth Services competition?
Schantz Wealth Services top competitors include: OWL Private Wealth Advisors, Eppolito Financial Strategies, Integrity Wealth Services, Wealth Advisory Services
What technology does Schantz Wealth Services use?
Some of the popular technologies that Schantz Wealth Services uses are: reCAPTCHA, JQuery 1.11.1, Bitly, Google Font API
How do I contact Schantz Wealth Services?
Schantz Wealth Services contact info: Phone number: (914) 909-1599 Website: www.schantzwealth.com
What does Schantz Wealth Services do?

Schantz Wealth Services is a client-centric financial services firm that specializes in socially responsible investments to help clients achieve their financial goals. The firm emphasizes building strong, long-term relationships with clients to understand their unique financial needs and aspirations. Their clientele typically consists of socially a... nd environmentally conscious individuals who are committed to creating a sustainable world. The company operates under Westchester Benefit Group Inc. and offers various financial tools and resources to assist clients in their financial planning.Read More

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

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