Taxes Plus Wealth Management

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

6 Ledgebrook Dr Ste A, Mansfield Center,...

Phone Number

(860) 450-1040

Revenue

$5.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
1
1
1
1
1

About Taxes Plus Wealth Management

Taxes Plus Wealth Management Inc offers a range of personal and professional financial services with a focus on a low-pressure approach. The firm prides itself on its high client-retention rate and the quality of its services. It provides various resources including financial calculators, tax guides, and a client portal to assist clients in managing their financial needs. The intended clients are individuals and businesses seeking comprehensive tax and wealth management solutions.Explore more
Taxes Plus Wealth Management's Social MediaPopular SearchesTaxes Plus Wealth Management IncTaxes Plus Wealth ManagementTaxes PlusTaxes Plus LLCSIC Code 62,628NAICS Code 52,523Show more

Taxes Plus Wealth Management Org Chart

PhoneEmail
MB
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Taxes Plus Wealth Managem...

$5.5M
11-50
Private
-
2015
MB
Misty BerthiaumeOffice Manager
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
<$5M
2006
DB
Diane BishopExecutive Assistant
<$5M
1-10
Private
<$5M
1996
N/A
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
2016
AT
Ayana TuckerAdministrative Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Taxes Plus Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Taxes Plus Wealth Management Tech Stack

A closer look at the technologies used by Taxes Plus Wealth Management

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Frequently Asked Questions Regarding Taxes Plus Wealth Management

What is Taxes Plus Wealth Management's official website?
Taxes Plus Wealth Management's official website is www.taxesplusllc.com
What is Taxes Plus Wealth Management's Revenue?
Taxes Plus Wealth Management's revenue is $5.5 Million
What is Taxes Plus Wealth Management's SIC code?
Taxes Plus Wealth Management's SIC: 62,628
What is Taxes Plus Wealth Management's NAICS code?
Taxes Plus Wealth Management's NAICS: 52,523
How many employees does Taxes Plus Wealth Management have?
Taxes Plus Wealth Management has 11-50 employees
What industry does Taxes Plus Wealth Management belong to?
Taxes Plus Wealth Management is in the industry of: Finance, Securities Trading
What is Taxes Plus Wealth Management competition?
Taxes Plus Wealth Management top competitors include: Willis Financial Services, Fountainhead Wealth, NG Advisory Group, Tucker Financial
What technology does Taxes Plus Wealth Management use?
Some of the popular technologies that Taxes Plus Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, Google Website Translator
How do I contact Taxes Plus Wealth Management?
Taxes Plus Wealth Management contact info: Phone number: (860) 450-1040 Website: www.taxesplusllc.com
What does Taxes Plus Wealth Management do?

Taxes Plus Wealth Management Inc offers a range of personal and professional financial services with a focus on a low-pressure approach. The firm prides itself on its high client-retention rate and the quality of its services. It provides various resources including financial calculators, tax guides, and a client portal to assist clients in managin... g their financial needs. The intended clients are individuals and businesses seeking comprehensive tax and wealth management solutions.Read More

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

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