Wealth Conservation Group

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

520 Broadhollow Rd Ste 1, Melville, New ...

Phone Number

(631) 391-2915

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1

About Wealth Conservation Group

Wealth Conservation Group, Inc. specializes in wealth management, personal planning, and business strategies, catering to family businesses and high-net-worth individuals. With over 40 years of experience, they focus on creating customized financial strategies to help clients achieve their personal and business objectives. Their clientele includes business owners, successful families, pre-retirees, retirees, executives, professionals, first responders, teachers, and physicians. The firm is committed to building long-term relationships based on trust, knowledge, and integrity.Explore more
Popular SearchesWealth Conservation Group IncWealth Conservation Groupwealthconservationgroup.comWealth Conservation LLCSIC Code 62,628NAICS Code 52,523Show more

Wealth Conservation Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Conservation Group

<$5M
11-50
Private
-
2001
JH
Janet HoltTeam Member
$5.5M
1-10
Private
-
-
NR
Nicholas RoughanFinancial Associate & Advisor
<$5M
1-10
Private
-
1990
RC
Roni CarlsonAdministrative Assistant
<$5M
1-10
Private
-
2015
NR
Nicholas RuggirelloFinancial Advisor
<$5M
1-10
Private
-
2000
LA
Leila AlhusainiManager, Administrative Services
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth Conservation Group Tech Stack

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Frequently Asked Questions Regarding Wealth Conservation Group

What is Wealth Conservation Group's official website?
Wealth Conservation Group's official website is www.wealthconservationgroup.com
What is Wealth Conservation Group's Revenue?
Wealth Conservation Group's revenue is <$5 Million
What is Wealth Conservation Group's SIC code?
Wealth Conservation Group's SIC: 62,628
What is Wealth Conservation Group's NAICS code?
Wealth Conservation Group's NAICS: 52,523
How many employees does Wealth Conservation Group have?
Wealth Conservation Group has 11-50 employees
What industry does Wealth Conservation Group belong to?
Wealth Conservation Group is in the industry of: Finance, Securities Trading
What is Wealth Conservation Group competition?
Wealth Conservation Group top competitors include: Rogers Financial Group, Stoll Financial Services, Mosley Financial Group, Lindblad Financial Group
What technology does Wealth Conservation Group use?
Some of the popular technologies that Wealth Conservation Group uses are: MailChimp, Microsoft Azure, YouTube, Neustar UltraDNS
How do I contact Wealth Conservation Group?
Wealth Conservation Group contact info: Phone number: (631) 391-2915 Website: www.wealthconservationgroup.com
What does Wealth Conservation Group do?

Wealth Conservation Group, Inc. specializes in wealth management, personal planning, and business strategies, catering to family businesses and high-net-worth individuals. With over 40 years of experience, they focus on creating customized financial strategies to help clients achieve their personal and business objectives. Their clientele includes... business owners, successful families, pre-retirees, retirees, executives, professionals, first responders, teachers, and physicians. The firm is committed to building long-term relationships based on trust, knowledge, and integrity.Read More

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

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