Smith-Kastner Wealth Management
Finance · Alabama, United States · 1-10 Employees
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Overview
Headquarters
1800 Airport Rd, Opelika, Alabama, 36801...Phone Number
(334) 749-5001Website
www.smith-kastner.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
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1
1
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1
About Smith-Kastner Wealth Management
Smith-Kastner Wealth Management, LLC is a comprehensive financial planning firm based in the Southeast, serving clients for over 40 years. They offer a range of services including personal planning, insurance planning, retirement planning, asset management, and business financial planning, utilizing unique holistic strategies like the Life Assurance 360, ARC, and RISK processes. The firm is dedicated to helping affluent individuals and families achieve sustainable financial independence and legacies. Additionally, they create tailored strategies for businesses to meet their specific financial needs.Explore more
Smith-Kastner Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Smith-Kastner Wealth Mana...
<$5M
1-10
Private
-
1976
HS
Heather StewartCustomer Relations & Sales Support Head
Company Profile Activity
Activity Insights
Smith-Kastner Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Smith-Kastner Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Smith-Kastner Wealth Management.
Smith-Kastner Wealth Management Tech Stack
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Smith-Kastner Wealth Management, LLC is a comprehensive financial planning firm based in the Southeast, serving clients for over 40 years. They offer a range of services including personal planning, insurance planning, retirement planning, asset management, and business financial planning, utilizing unique holistic strategies like the Life Assuranc... Read More
