Steinhandler Wealth Advisors

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

909 Davis St Ste 500, Evanston, Illinois...

Phone Number

(847) 592-6363

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Steinhandler Wealth Advisors

Steinhandler Wealth Advisors is a family-owned financial advisory firm dedicated to guiding clients towards a successful and stress-free retirement. They offer a comprehensive range of services including retirement planning, tax strategies, estate planning, and investment advice tailored to individual needs. The firm emphasizes a client-centric approach, treating clients like family and focusing on their best interests with integrity and hard work. Their target clients are individuals seeking personalized financial guidance to achieve financial health and a retirement that aligns with their lifestyle.Explore more
Steinhandler Wealth Advisors's Social MediaPopular SearchesSteinhandler Wealth AdvisorsSteinhandler WealthSteinhandler Wealth Advisors - IncSIC Code 62,628NAICS Code 52,523Show more

Steinhandler Wealth Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Steinhandler Wealth Advis...

<$5M
1-10
Private
-
1977
$5.5M
11-50
Private
-
2014
N/A
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
1996
JB
Jack BrownePresident & CEO
<$5M
1-10
Private
-
2001
Jason Bergey, Owner and Managing Director at Pennsylvania Wealth Management
Jason BergeyOwner and Managing Director
<$5M
1-10
Private
<$5M
2001
TW
Todd WootenFounder & President
<$5M
1-10
Private
-
2007
Nancy Bartolameolli, President & Chief Executive Officer at Woodcrest Financial Group
Nancy BartolameolliPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Steinhandler Wealth Advisors Tech Stack

A closer look at the technologies used by Steinhandler Wealth Advisors

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Frequently Asked Questions Regarding Steinhandler Wealth Advisors

What is Steinhandler Wealth Advisors's official website?
Steinhandler Wealth Advisors's official website is www.steinhandlerwa.com
What is Steinhandler Wealth Advisors's Revenue?
Steinhandler Wealth Advisors's revenue is <$5 Million
What is Steinhandler Wealth Advisors's SIC code?
Steinhandler Wealth Advisors's SIC: 62,628
What is Steinhandler Wealth Advisors's NAICS code?
Steinhandler Wealth Advisors's NAICS: 52,523
How many employees does Steinhandler Wealth Advisors have?
Steinhandler Wealth Advisors has 1-10 employees
What industry does Steinhandler Wealth Advisors belong to?
Steinhandler Wealth Advisors is in the industry of: Finance, Securities Trading
What is Steinhandler Wealth Advisors competition?
Steinhandler Wealth Advisors top competitors include: NRC Wealth Strategies, Blue Sky Financial Partners, Pennsylvania Wealth Management, Successful Retirement Wealth Management
What technology does Steinhandler Wealth Advisors use?
Some of the popular technologies that Steinhandler Wealth Advisors uses are: Hosting.com (formerly A2 Hosting), Cloudflare Website Optimization, Microsoft 365, Google Tag Manager
How do I contact Steinhandler Wealth Advisors?
Steinhandler Wealth Advisors contact info: Phone number: (847) 592-6363 Website: www.steinhandlerwa.com
What does Steinhandler Wealth Advisors do?

Steinhandler Wealth Advisors is a family-owned financial advisory firm dedicated to guiding clients towards a successful and stress-free retirement. They offer a comprehensive range of services including retirement planning, tax strategies, estate planning, and investment advice tailored to individual needs. The firm emphasizes a client-centric app... roach, treating clients like family and focusing on their best interests with integrity and hard work. Their target clients are individuals seeking personalized financial guidance to achieve financial health and a retirement that aligns with their lifestyle.Read More

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

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