Sound Partners

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

1507 E Ash St, Goldsboro, North Carolina...

Phone Number

(919) 736-3866

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Sound Partners

Sound Partners specializes in values-led financial planning and life insurance strategies aimed at protecting, preserving, and growing wealth across generations. Their dedicated team of financial advisors provides personalized strategies and support to help clients achieve their financial goals and live confidently. The company focuses on building lasting relationships with clients, understanding their life aspirations, and delivering innovative financial programs tailored to unique needs. Sound Partners serves individuals and businesses at every stage of life, offering services such as retirement planning, estate conservation strategies, and business planning.Explore more
Sound Partners's Social MediaPopular SearchesSound Partnerssound partners LLCSound Partners BrochureSound Partners IncSound Partnerships LLCSIC Code 62,628NAICS Code 52,523Show more

Sound Partners Org Chart

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WW
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Certified Financial Planner & Professional & ...

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KL
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Customer Service Specialist

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HW
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Finanancial Professional

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PP
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Financial Advisor

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Certified Financial Planner (Tm) & Profession...

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CC
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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sound Partners

<$5M
11-50
Private
-
2011
WW
Woody WilkinsonCertified Financial Planner & Professional & Retirement Planning Specialist
$14.6M
11-50
Private
-
2015
Dallas George, President & Managing Partner at Waypoint Financial Partners
Dallas GeorgePresident & Managing Partner
<$5M
1-10
Private
-
2001
DM
David MuelaFinancial Professional
<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
<$5M
1-10
Private
-
2015
JR
Julie RobertsManager, Operations
<$5M
1-10
Private
-
2009
JR
Julie RavensbergInsurance and Annuity Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sound Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Sound Partners Tech Stack

A closer look at the technologies used by Sound Partners

Sound Partners News & Media

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Frequently Asked Questions Regarding Sound Partners

What is Sound Partners's official website?
Sound Partners's official website is www.sound-partners.com
What is Sound Partners's Revenue?
Sound Partners's revenue is <$5 Million
What is Sound Partners's SIC code?
Sound Partners's SIC: 62,628
What is Sound Partners's NAICS code?
Sound Partners's NAICS: 52,523
How many employees does Sound Partners have?
Sound Partners has 11-50 employees
What industry does Sound Partners belong to?
Sound Partners is in the industry of: Finance, Insurance, Securities Trading
What is Sound Partners competition?
Sound Partners top competitors include: Integrated Capital Management Group, Eissman Wealth Management, RZA Wealth Management, Young Wealth Management
What technology does Sound Partners use?
Some of the popular technologies that Sound Partners uses are: DocuSign, Cloudflare Website Optimization, Datadog, Neustar UltraDNS
How do I contact Sound Partners?
Sound Partners contact info: Phone number: (919) 736-3866 Website: www.sound-partners.com
What does Sound Partners do?

Sound Partners specializes in values-led financial planning and life insurance strategies aimed at protecting, preserving, and growing wealth across generations. Their dedicated team of financial advisors provides personalized strategies and support to help clients achieve their financial goals and live confidently. The company focuses on building... lasting relationships with clients, understanding their life aspirations, and delivering innovative financial programs tailored to unique needs. Sound Partners serves individuals and businesses at every stage of life, offering services such as retirement planning, estate conservation strategies, and business planning.Read More

What are Sound Partners social media links?
Sound Partners Linkedin page Sound Partners Facebook page
Is Sound Partners a public company?
Sound Partners is private company therefore does not currently have an official ticker symbol
See more information about Sound Partners

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