Tower Wealth Management

Finance · 1-10 Employees

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Overview

Phone Number

(301) 497-7062

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Tower Wealth Management

The hallmark of Tower Wealth Management is providing professional, objective advice. A strategic, disciplined and structured process has been developed to assist members in pursuing their financial goals and working toward the financial security they desire. In partnering with a Wealth Advisor, members gain access to industry experience, cutting-edge resources and competitively priced product and service alternatives specifically designed to address each members established financial goals. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC ). Insurance products are offered through LPL or its licensed affiliates. Tower Federal Credit Union and Tower Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Tower Wealth Management, and may also be employees of Tower Federal Credit Union. These products andRead more
Popular SearchesTower Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Tower Wealth Management Org Chart

PhoneEmail
JF

Wealth Advisor

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KA

Wealth Advisor

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CT

Wealth Management Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Tower Wealth Management

<$5M
1-10
Private
-
-
JF
Joshua FretzWealth Advisor
<$5M
11-50
Private
-
-
Donna McNeely, President at Kinecta Wealth Management
Donna McNeelyPresident
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2012
ZL
Zackary LoeschClient Service Specialist
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Tower Wealth Management Tech Stack

A closer look at the technologies used by Tower Wealth Management

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Frequently Asked Questions Regarding Tower Wealth Management

What is Tower Wealth Management's official website?
Tower Wealth Management's official website is www.towerwealthmanagement.org
What is Tower Wealth Management's Revenue?
Tower Wealth Management's revenue is <$5 Million
What is Tower Wealth Management's SIC code?
Tower Wealth Management's SIC: 62,628
What is Tower Wealth Management's NAICS code?
Tower Wealth Management's NAICS: 52,523
How many employees does Tower Wealth Management have?
Tower Wealth Management has 1-10 employees
What industry does Tower Wealth Management belong to?
Tower Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Tower Wealth Management competition?
Tower Wealth Management top competitors include: Copper Canyon Wealth Management, Private Wealth Management & Consulting, The Holland Group, Wealth Management Group
What technology does Tower Wealth Management use?
Some of the popular technologies that Tower Wealth Management uses are: Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager, FMG Suite
How do I contact Tower Wealth Management?
Tower Wealth Management contact info: Phone number: (301) 497-7062 Website: www.towerwealthmanagement.org
What does Tower Wealth Management do?

The hallmark of Tower Wealth Management is providing professional, objective advice. A strategic, disciplined and structured process has been developed to assist members in pursuing their financial goals and working toward the financial security they desire. In partnering with a Wealth Advisor, members gain access to industry experience, cutting-ed... ge resources and competitively priced product and service alternatives specifically designed to address each members established financial goals. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC ). Insurance products are offered through LPL or its licensed affiliates. Tower Federal Credit Union and Tower Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Tower Wealth Management, and may also be employees of Tower Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Tower Federal Credit Union or Tower Wealth Management. Securities and insurance offered through LPL or its affiliates are:Read More

Is Tower Wealth Management a public company?
Tower Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Tower Wealth Management

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