Watson Wealth Management
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
1900 West Loop S Ste 400, Houston, Texas...Phone Number
(281) 603-3388Website
www.watsonwealthmgmt.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Watson Wealth Management
Watson Wealth Management offers comprehensive financial planning services, including business planning and 401(k) planning, aimed at helping clients retire with confidence and ensure a bright future for their businesses. The firm is led by licensed professionals Peter Watson and Angele Watson, who provide insurance products, life insurance, annuities, and advisory services. Their intended clients include individuals seeking personalized financial advice and businesses looking for succession planning. The company operates in multiple states, ensuring compliance with local regulations while delivering tailored financial solutions.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Watson Wealth Management
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
2007
SL
Sarah LawyerPrincipal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor
<$5M
1-10
Private
-
1997
BH
Brian HelmSenior Financial Representative & Securities Registered Principal & Financial Representative & Advisor
Company Profile Activity
Activity Insights
Watson Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Watson Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Watson Wealth Management.
Watson Wealth Management Tech Stack
A closer look at the technologies used by Watson Wealth Management
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Frequently Asked Questions Regarding Watson Wealth Management
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Watson Wealth Management offers comprehensive financial planning services, including business planning and 401(k) planning, aimed at helping clients retire with confidence and ensure a bright future for their businesses. The firm is led by licensed professionals Peter Watson and Angele Watson, who provide insurance products, life insurance, annuiti... Read More
