Vertich Financial Planners

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

1510 Royal Palm Square Blvd Ste 103, For...

Phone Number

(239) 936-6300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
1
1
1
1
1

About Vertich Financial Planners

Uhler and Vertich Financial Planners, LLC is a full service investment advisory firm providing portfolio management and financial planning services located in Fort Myers, (Southwest Florida) FL.Explore more
Vertich Financial Planners's Social MediaPopular SearchesVertich Financial Planners LLC1510 Royal Palm LLCVertich Financial PlannersUhler and Vertich Financial PlannersUhler and Vertich Financial Planners LLCSIC Code 62,628NAICS Code 52,523Show more

Vertich Financial Planners Org Chart

PhoneEmail
TU
United States flag for contact location.

Co-Founder & Branch Manager, Uvwa, Rjfs

PhoneEmail
KR
United States flag for contact location.

Manager, Operations & Client Service Associat...

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vertich Financial Planner...

<$5M
1-10
Private
-
2005
TU
Tom UhlerCo-Founder & Branch Manager, Uvwa, Rjfs
$5.9M
11-50
Private
-
2020
KL
Kenneth LeungPresident & Cfp Cepa Wealth Planning Principal & Strategist
<$5M
11-50
Private
-
2020
JL
Julie LeakeSenior Manager, Registered Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1990
SN
Shizelle NylanderMarketing Associate
<$5M
1-10
Private
-
1995
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Vertich Financial Planners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Vertich Financial Planners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vertich Financial Planners.

Vertich Financial Planners Tech Stack

A closer look at the technologies used by Vertich Financial Planners

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Vertich Financial Planners News & Media

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Frequently Asked Questions Regarding Vertich Financial Planners

What is Vertich Financial Planners's official website?
Vertich Financial Planners's official website is www.uhlerandvertich.com
What is Vertich Financial Planners's Revenue?
Vertich Financial Planners's revenue is <$5 Million
What is Vertich Financial Planners's SIC code?
Vertich Financial Planners's SIC: 62,628
What is Vertich Financial Planners's NAICS code?
Vertich Financial Planners's NAICS: 52,523
How many employees does Vertich Financial Planners have?
Vertich Financial Planners has 1-10 employees
What industry does Vertich Financial Planners belong to?
Vertich Financial Planners is in the industry of: Finance, Securities Trading
What is Vertich Financial Planners competition?
Vertich Financial Planners top competitors include: Wealth Advisory Services, Fleishel Financial Associates, Advisor Annie, Millar Financial Group
What technology does Vertich Financial Planners use?
Some of the popular technologies that Vertich Financial Planners uses are: Entrust
How do I contact Vertich Financial Planners?
Vertich Financial Planners contact info: Phone number: (239) 936-6300 Website: www.uhlerandvertich.com
What does Vertich Financial Planners do?

Uhler and Vertich Financial Planners, LLC is a full service investment advisory firm providing portfolio management and financial planning services located in Fort Myers, (Southwest Florida) FL.... Read More

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

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