Thorley Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1478 Marsh Rd, Pittsford, New York, 1453...

Phone Number

(585) 512-8453

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Thorley Wealth Management

Thorley Wealth Management is an independent advisory firm based in Rochester, NY, specializing in comprehensive financial planning for individuals and businesses. They offer services that include retirement planning, risk management, and maximizing Social Security benefits, catering to clients at various life stages. The firm is recognized for its experienced team, which has over 95 years of combined industry experience, and has received accolades such as the Forbes Top Women Best-in-State Wealth Advisors award. Their commitment to trust, honesty, and integrity underpins their approach to helping clients achieve their financial goals.Explore more
Thorley Wealth Management's Social MediaPopular SearchesThorley Wealth Management IncThorley Wealth ManagementThorleyThorley InvestmentsThorley Investments Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Thorley Wealth Management Org Chart

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Client Experience Specialist

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Associate Wealth Advisor

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Associate Advisor

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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Thorley Wealth Management

<$5M
1-10
Private
-
2013
NM
Nicole MartinClient Experience Specialist
$5.7M
11-50
Private
<$5M
2004
<$5M
11-50
Private
<$5M
2019
CJ
Candi JonesPractice Manager
<$5M
11-50
Private
-
2013
PC
Poonnasa CornChief Operating Officer
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
<$5M
1-10
Private
-
2020
AT
Ashley TateDirector, Client Experience & Operations Specialist
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Thorley Wealth Management Tech Stack

A closer look at the technologies used by Thorley Wealth Management

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Frequently Asked Questions Regarding Thorley Wealth Management

What is Thorley Wealth Management's official website?
Thorley Wealth Management's official website is www.thorleywm.com
What is Thorley Wealth Management's Revenue?
Thorley Wealth Management's revenue is <$5 Million
What is Thorley Wealth Management's SIC code?
Thorley Wealth Management's SIC: 62,628
What is Thorley Wealth Management's NAICS code?
Thorley Wealth Management's NAICS: 52,523
How many employees does Thorley Wealth Management have?
Thorley Wealth Management has 1-10 employees
What industry does Thorley Wealth Management belong to?
Thorley Wealth Management is in the industry of: Finance, Securities Trading
What is Thorley Wealth Management competition?
Thorley Wealth Management top competitors include: The Holland Group, Terra Blue Wealth Management, Natoli Wealth Management, Compass Retirement Solutions
What technology does Thorley Wealth Management use?
Some of the popular technologies that Thorley Wealth Management uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Thorley Wealth Management?
Thorley Wealth Management contact info: Phone number: (585) 512-8453 Website: www.thorleywm.com
What does Thorley Wealth Management do?

Thorley Wealth Management is an independent advisory firm based in Rochester, NY, specializing in comprehensive financial planning for individuals and businesses. They offer services that include retirement planning, risk management, and maximizing Social Security benefits, catering to clients at various life stages. The firm is recognized for its... experienced team, which has over 95 years of combined industry experience, and has received accolades such as the Forbes Top Women Best-in-State Wealth Advisors award. Their commitment to trust, honesty, and integrity underpins their approach to helping clients achieve their financial goals.Read More

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

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