Smallwood Wealth Management

Q: What is Smallwood Wealth Management's official website?

Smallwood Wealth Management's official website is www.smallwoodassociates.com

Q: What is Smallwood Wealth Management's Revenue?

Smallwood Wealth Management's revenue is <$5 Million

Q: What is Smallwood Wealth Management's SIC code?

Smallwood Wealth Management's SIC: 62,628

Q: What is Smallwood Wealth Management's NAICS code?

Smallwood Wealth Management's NAICS: 52,523

Q: How many employees does Smallwood Wealth Management have?

Smallwood Wealth Management has 1-10 employees

Q: What industry does Smallwood Wealth Management belong to?

Smallwood Wealth Management is in the industry of: Finance , Securities Trading

Q: What is Smallwood Wealth Management competition?

Smallwood Wealth Management top competitors include: Compass Retirement Solutions , Eissman Wealth Management , Financial Strategies Group , Wealth Advisory Services

Q: What technology does Smallwood Wealth Management use?

Some of the popular technologies that Smallwood Wealth Management uses are: Google Cloud Web Serving, Google Cloud Platform

Q: How do I contact Smallwood Wealth Management?

Smallwood Wealth Management contact info: Phone number: (732) 542-1565 Website: www.smallwoodassociates.com

Q: What does Smallwood Wealth Management do?

Smallwood Wealth Management specializes in providing tailored financial planning, tax strategies, investment planning, retirement planning, and business support services. With a focus on minimizing risk and taxes while growing wealth, they aim to help clients achieve financial independence. Their target clients include individuals and families seek... ing comprehensive financial guidance and businesses looking for strategic financial support. The firm prides itself on building strong relationships with clients, ensuring accessibility, and adapting to their evolving financial needs. Read More

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

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Overview

Headquarters

199 Broad St, Red Bank, New Jersey, 0770...

Phone Number

(732) 542-1565

Website

www.smallwoodassociates.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Smallwood Wealth Management

Smallwood Wealth Management specializes in providing tailored financial planning, tax strategies, investment planning, retirement planning, and business support services. With a focus on minimizing risk and taxes while growing wealth, they aim to help clients achieve financial independence. Their target clients include individuals and families seeking comprehensive financial guidance and businesses looking for strategic financial support. The firm prides itself on building strong relationships with clients, ensuring accessibility, and adapting to their evolving financial needs.Explore more

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View contact profiles from Smallwood Wealth Management

SIC Code 62,628NAICS Code 52,523Show more

Smallwood Wealth Management Org Chart

Phone

Christine Flynn

Investment Services Coordinator

Phone

Client Service Representative

Phone

Insurance Client Service Representative

Phone

Receptionist and Filing

Phone

Associate Wealth Advisor

Phone

Wealth Advisor

Phone

Senior Financial Advisor & Speaker

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Smallwood Wealth Manageme...

<$5M

1-10

Private

1979

Christine FlynnInvestment Services Coordinator

Compass Retirement Soluti...

<$5M

11-50

Private

2013

Marvin MitchellCEO & Retirement Coach

Financial Strategies Grou...

<$5M

11-50

Private

2012

Amanda WurtzClient Relationship Manager

Wealth Advisory Services

<$5M

1-10

Private

2003

Wm. LeePresident

Eissman Wealth Management

<$5M

1-10

Private

2014

David EissmanOwner and President

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Smallwood Wealth Management Tech Stack

A closer look at the technologies used by Smallwood Wealth Management

Google Cloud Web Serving

Google

Google Cloud Platform

Google

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Frequently Asked Questions Regarding Smallwood Wealth Management

What is Smallwood Wealth Management's official website?

Smallwood Wealth Management's official website is www.smallwoodassociates.com

What is Smallwood Wealth Management's Revenue?

Smallwood Wealth Management's revenue is <$5 Million

What is Smallwood Wealth Management's SIC code?

Smallwood Wealth Management's SIC: 62,628

What is Smallwood Wealth Management's NAICS code?

Smallwood Wealth Management's NAICS: 52,523

How many employees does Smallwood Wealth Management have?

Smallwood Wealth Management has 1-10 employees

What industry does Smallwood Wealth Management belong to?

Smallwood Wealth Management is in the industry of: Finance, Securities Trading

What is Smallwood Wealth Management competition?

Smallwood Wealth Management top competitors include: Compass Retirement Solutions, Eissman Wealth Management, Financial Strategies Group, Wealth Advisory Services

What technology does Smallwood Wealth Management use?

Some of the popular technologies that Smallwood Wealth Management uses are: Google Cloud Web Serving, Google Cloud Platform

How do I contact Smallwood Wealth Management?

Smallwood Wealth Management contact info: Phone number: (732) 542-1565 Website: www.smallwoodassociates.com

What does Smallwood Wealth Management do?

What are Smallwood Wealth Management social media links?

Smallwood Wealth Management Linkedin page Smallwood Wealth Management Twitter page Smallwood Wealth Management Facebook page

Is Smallwood Wealth Management a public company?

Smallwood Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Smallwood Wealth Management

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