Schneegold Wealth Solutions

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

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Overview

Headquarters

6500 Sheridan Dr Ste 300, Williamsville,...

Phone Number

(716) 650-6687

Revenue

$6.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Schneegold Wealth Solutions

Schneegold Wealth Solutions provides a wide range of financial services tailored to meet the unique needs of high-net-worth individuals, families, and small business owners. Their offerings include investment planning, estate planning, retirement planning, risk management, and tax strategy. The company prides itself on personalized service and comprehensive solutions to help clients achieve their financial goals. They serve a diverse clientele, including educators and employees of non-profit organizations, ensuring that each financial plan is customized for future growth.Explore more
Popular SearchesSchneegold Wealth SolutionsSIC Code 62,628NAICS Code 52,523Show more

Schneegold Wealth Solutions Org Chart

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Chief Executive Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schneegold Wealth Solutio...

$6.3M
11-50
Private
-
-
$10.4M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2015
TU
Taylor UrsoFinancial Advisor & Client Relationship Manager
<$5M
1-10
Private
-
-
HE
Hannah EarleManager, Client Services & Events
<$5M
1-10
Private
-
2012
SH
Shari HedgeOffice Manager
<$5M
1-10
Private
<$5M
1999
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Schneegold Wealth Solutions Tech Stack

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Frequently Asked Questions Regarding Schneegold Wealth Solutions

What is Schneegold Wealth Solutions's official website?
Schneegold Wealth Solutions's official website is www.schneegoldwealth.com
What is Schneegold Wealth Solutions's Revenue?
Schneegold Wealth Solutions's revenue is $6.3 Million
What is Schneegold Wealth Solutions's SIC code?
Schneegold Wealth Solutions's SIC: 62,628
What is Schneegold Wealth Solutions's NAICS code?
Schneegold Wealth Solutions's NAICS: 52,523
How many employees does Schneegold Wealth Solutions have?
Schneegold Wealth Solutions has 11-50 employees
What industry does Schneegold Wealth Solutions belong to?
Schneegold Wealth Solutions is in the industry of: Finance, Securities Trading
What is Schneegold Wealth Solutions competition?
Schneegold Wealth Solutions top competitors include: 20/20 Financial Solutions, Next Level Financial Partners, Gratton & Kerr Financial Group, Rosenblatt Wealth Management
What technology does Schneegold Wealth Solutions use?
Some of the popular technologies that Schneegold Wealth Solutions uses are: Proofpoint, GoDaddy DNS, Amazon Web Hosting
How do I contact Schneegold Wealth Solutions?
Schneegold Wealth Solutions contact info: Phone number: (716) 650-6687 Website: www.schneegoldwealth.com
What does Schneegold Wealth Solutions do?

Schneegold Wealth Solutions provides a wide range of financial services tailored to meet the unique needs of high-net-worth individuals, families, and small business owners. Their offerings include investment planning, estate planning, retirement planning, risk management, and tax strategy. The company prides itself on personalized service and comp... rehensive solutions to help clients achieve their financial goals. They serve a diverse clientele, including educators and employees of non-profit organizations, ensuring that each financial plan is customized for future growth.Read More

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

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