Seffrood Wealth Management

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

1505 9th St, Monroe, Wisconsin, 53566, U...

Phone Number

(608) 396-6600

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Seffrood Wealth Management

Seffrood Wealth Management specializes in helping retirees, business owners, and their employees accumulate retirement income. The company offers a range of services including annuities, long-term care insurance, life insurance, and 401(k) information. They provide resources such as calculators, newsletters, and videos to assist clients in financial planning. Seffrood Wealth Management aims to build strong relationships with its clients by understanding their hard work and financial needs.Explore more
Popular SearchesSeffrood Wealth ManagementSeffrood WealthSeffrood Financial Serviceswealth managementSeffroodSIC Code 62,628NAICS Code 52,523Show more

Seffrood Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Seffrood Wealth Managemen...

<$5M
1-10
Private
-
-
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
<$5M
1-10
Private
-
1997
JP
James PetersGeneral Partner
<$5M
1-10
Private
-
2016
BP
Bradley PrewittManaging Partner and Financial Advisor
<$5M
1-10
Private
-
-
ML
Mary LintonFinancial Advisor
<$5M
1-10
Private
-
1999
N/A
<$5M
1-10
Private
-
2005
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Seffrood Wealth Management Tech Stack

A closer look at the technologies used by Seffrood Wealth Management

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Frequently Asked Questions Regarding Seffrood Wealth Management

What is Seffrood Wealth Management's official website?
Seffrood Wealth Management's official website is www.seffroodwealthmanagement.com
What is Seffrood Wealth Management's Revenue?
Seffrood Wealth Management's revenue is <$5 Million
What is Seffrood Wealth Management's SIC code?
Seffrood Wealth Management's SIC: 62,628
What is Seffrood Wealth Management's NAICS code?
Seffrood Wealth Management's NAICS: 52,523
How many employees does Seffrood Wealth Management have?
Seffrood Wealth Management has 1-10 employees
What industry does Seffrood Wealth Management belong to?
Seffrood Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Seffrood Wealth Management competition?
Seffrood Wealth Management top competitors include: Ivory Wealth Management, mltaxservices.com, Compass Financial, Investment Management Associates
What technology does Seffrood Wealth Management use?
Some of the popular technologies that Seffrood Wealth Management uses are: Smarsh, Google Font API, Google Tag Manager, Font Awesome
How do I contact Seffrood Wealth Management?
Seffrood Wealth Management contact info: Phone number: (608) 396-6600 Website: www.seffroodwealthmanagement.com
What does Seffrood Wealth Management do?

Seffrood Wealth Management specializes in helping retirees, business owners, and their employees accumulate retirement income. The company offers a range of services including annuities, long-term care insurance, life insurance, and 401(k) information. They provide resources such as calculators, newsletters, and videos to assist clients in financia... l planning. Seffrood Wealth Management aims to build strong relationships with its clients by understanding their hard work and financial needs.Read More

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

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