Shield Wealth Advisors

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

2809 Wehrle Dr Ste 9, Williamsville, New...

Phone Number

(716) 221-8060

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Shield Wealth Advisors

Home Shield Wealth Advisors, LLC is a wealth management firm specializing in retirement planning for members of the New York State Police and Fire Retirement System. They offer a range of services including tax planning, investment analysis, and elder care planning to help clients maximize their retirement benefits. The firm is dedicated to providing tailored financial solutions to ensure a stress-free retirement for their clients. Their expertise includes tools for pension analysis, debt management, and various investment options.Explore more
Popular SearchesShield Wealth Advisors LLCShield Wealth Adviors LLCShield Wealth Advisors LLC 9Texas Planning AssociatesSIC Code 62,628NAICS Code 52,523Show more

Shield Wealth Advisors Org Chart

PhoneEmail
BT
United States flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shield Wealth Advisors

<$5M
1-10
Private
-
-
BT
Brendan TaylorManager, Operations
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
Mark Alcorn, President & Wealth Advisor at Diversified Wealth Management Solutions
Mark AlcornPresident & Wealth Advisor
<$5M
1-10
Private
-
2015
RP
Ronald PolluconiPrivate Bank Market Leader
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Shield Wealth Advisors Tech Stack

A closer look at the technologies used by Shield Wealth Advisors

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Frequently Asked Questions Regarding Shield Wealth Advisors

What is Shield Wealth Advisors's official website?
Shield Wealth Advisors's official website is www.shield457.com
What is Shield Wealth Advisors's Revenue?
Shield Wealth Advisors's revenue is <$5 Million
What is Shield Wealth Advisors's SIC code?
Shield Wealth Advisors's SIC: 62,628
What is Shield Wealth Advisors's NAICS code?
Shield Wealth Advisors's NAICS: 52,523
How many employees does Shield Wealth Advisors have?
Shield Wealth Advisors has 1-10 employees
What industry does Shield Wealth Advisors belong to?
Shield Wealth Advisors is in the industry of: Finance, Securities Trading
What is Shield Wealth Advisors competition?
Shield Wealth Advisors top competitors include: Cape Cod Wealth Strategies & Insurance Services, Goodrich and Associates, Diversified Wealth Management Solutions, Columbia Wealth Management
What technology does Shield Wealth Advisors use?
Some of the popular technologies that Shield Wealth Advisors uses are: GoCentral, Microsoft 365, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact Shield Wealth Advisors?
Shield Wealth Advisors contact info: Phone number: (716) 221-8060 Website: www.shield457.com
What does Shield Wealth Advisors do?

Home Shield Wealth Advisors, LLC is a wealth management firm specializing in retirement planning for members of the New York State Police and Fire Retirement System. They offer a range of services including tax planning, investment analysis, and elder care planning to help clients maximize their retirement benefits. The firm is dedicated to providi... ng tailored financial solutions to ensure a stress-free retirement for their clients. Their expertise includes tools for pension analysis, debt management, and various investment options.Read More

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

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