Structured Wealth Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

2778 Centennial Rd # A, Toledo, Ohio, 43...

Phone Number

(419) 517-1227

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Structured Wealth Management

Structured Wealth Management is a comprehensive financial services firm that primarily serves clients in Northwest Ohio and Southeast Michigan. The firm specializes in assisting soon-to-be-retired and retired individuals with tailored financial strategies, including income planning, wealth management, tax planning, and long-term care planning. Their services aim to help clients achieve long-term financial goals and secure their family's future. With a focus on personalized strategies, Structured Wealth Management provides the confidence needed for clients to enjoy their retirement.Explore more
Structured Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Structured Wealth Management Org Chart

PhoneEmail
JW
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Client Services Coordinator

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
JF
United States flag for contact location.

Executive Assistant

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SP
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Support Advisor

PhoneEmail
CK
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To Financial Advisor Assistant

PhoneEmail
CW
United States flag for contact location.

Investment Advisor & Representative

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Structured Wealth Managem...

<$5M
1-10
Private
<$5M
2008
JW
Janet WhiteClient Services Coordinator
<$5M
1-10
Private
-
2000
Darian Andreson, President & Chief Executive Officer at Senior Tax Advisory Group
Darian AndresonPresident & CEO
Illustration of an envelope

Structured Wealth Management Tech Stack

A closer look at the technologies used by Structured Wealth Management

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Frequently Asked Questions Regarding Structured Wealth Management

What is Structured Wealth Management's official website?
Structured Wealth Management's official website is www.structuredplan.com
What is Structured Wealth Management's Revenue?
Structured Wealth Management's revenue is <$5 Million
What is Structured Wealth Management's SIC code?
Structured Wealth Management's SIC: 62,628
What is Structured Wealth Management's NAICS code?
Structured Wealth Management's NAICS: 52,523
How many employees does Structured Wealth Management have?
Structured Wealth Management has 1-10 employees
What industry does Structured Wealth Management belong to?
Structured Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Structured Wealth Management competition?
Structured Wealth Management top competitors include: Senior Tax Advisory Group
What technology does Structured Wealth Management use?
Some of the popular technologies that Structured Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Microsoft 365
How do I contact Structured Wealth Management?
Structured Wealth Management contact info: Phone number: (419) 517-1227 Website: www.structuredplan.com
What does Structured Wealth Management do?

Structured Wealth Management is a comprehensive financial services firm that primarily serves clients in Northwest Ohio and Southeast Michigan. The firm specializes in assisting soon-to-be-retired and retired individuals with tailored financial strategies, including income planning, wealth management, tax planning, and long-term care planning. Thei... r services aim to help clients achieve long-term financial goals and secure their family's future. With a focus on personalized strategies, Structured Wealth Management provides the confidence needed for clients to enjoy their retirement.Read More

What are Structured Wealth Management social media links?
Structured Wealth Management Twitter page
Is Structured Wealth Management a public company?
Structured Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Structured Wealth Management

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