Turner Wealth Management

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

835 Executive Ln Ste 124, Rockledge, Flo...

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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ZI Rank
1
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1

About Turner Wealth Management

Turner Wealth Management is a financial planning firm that specializes in investment, retirement, estate planning, and insurance services. Founded in 2011, the company focuses on creating customized financial strategies tailored to individual client goals and risk tolerances. Their team of experienced financial advisors is dedicated to providing objective recommendations and guidance to help clients achieve their long-term financial objectives. The firm emphasizes the importance of ongoing financial planning, especially during retirement, to ensure clients' investments sustain their desired lifestyle.Explore more
Turner Wealth Management's Social MediaPopular SearchesTurner Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Turner Wealth Management Org Chart

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Agency Owner and President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Turner Wealth Management

<$5M
1-10
Private
-
2020
AT
Andy TurnerAgency Owner and President
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
<$5M
1-10
Private
-
2021
HR
Harvey ReinerFounder & Financial Advisor
<$5M
1-10
Private
<$5M
2011
ML
McKayla LanghillRelationship Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MS
Michael SisneyRegistered Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Turner Wealth Management Tech Stack

A closer look at the technologies used by Turner Wealth Management

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Frequently Asked Questions Regarding Turner Wealth Management

What is Turner Wealth Management's official website?
Turner Wealth Management's official website is www.turnerfloridawealth.com
What is Turner Wealth Management's Revenue?
Turner Wealth Management's revenue is <$5 Million
What is Turner Wealth Management's SIC code?
Turner Wealth Management's SIC: 62,628
What is Turner Wealth Management's NAICS code?
Turner Wealth Management's NAICS: 52,523
How many employees does Turner Wealth Management have?
Turner Wealth Management has 1-10 employees
What industry does Turner Wealth Management belong to?
Turner Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Turner Wealth Management competition?
Turner Wealth Management top competitors include: Antaeus Wealth Advisors, Wealth, Schneider Wealth Strategies, H&T Capital Advisor Group
What technology does Turner Wealth Management use?
Some of the popular technologies that Turner Wealth Management uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, FMG Suite
What does Turner Wealth Management do?

Turner Wealth Management is a financial planning firm that specializes in investment, retirement, estate planning, and insurance services. Founded in 2011, the company focuses on creating customized financial strategies tailored to individual client goals and risk tolerances. Their team of experienced financial advisors is dedicated to providing ob... jective recommendations and guidance to help clients achieve their long-term financial objectives. The firm emphasizes the importance of ongoing financial planning, especially during retirement, to ensure clients' investments sustain their desired lifestyle.Read More

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

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