Structured Wealth Management
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
2778 Centennial Rd Ste A, Toledo, Ohio, ...Phone Number
(419) 517-1227Website
www.structuredplan.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Structured Wealth Management
Structured Wealth Management is a comprehensive financial services firm focused on retirement planning, serving clients primarily in Northwest Ohio and Southeast Michigan. They specialize in customized financial strategies including income planning, wealth management, tax preparation, Medicare long-term care planning, and legacy estate planning. The firm aims to assist soon-to-be-retired and retired individuals in effectively preparing for their financial futures, ensuring that each client's unique needs and circumstances are taken into account. By fostering a reliable strategy, Structured Wealth Management provides clients with the confidence to achieve a secure retirement.Explore more
Structured Wealth Management Org Chart
JF
Executive Assistant
SW
Financial Advisor
TF
Financial Advisor
PR
Financial Advisor
CF
Financial Planner
CW
Investment Advisor & Representative
SR
Financial Advisor
KM
Financial Planner
VS
Financial Advisor
SP
Support Advisor
CK
To Financial Advisor Assistant
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Structured Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Structured Wealth Management financials insights
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2021
Debt
$25K
Structured Wealth Management Tech Stack
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Structured Wealth Management is a comprehensive financial services firm focused on retirement planning, serving clients primarily in Northwest Ohio and Southeast Michigan. They specialize in customized financial strategies including income planning, wealth management, tax preparation, Medicare long-term care planning, and legacy estate planning. Th... Read More
