Wealth Planners

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

555 Broadhollow Rd Ste 100, Melville, Ne...

Phone Number

(631) 465-8855

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Wealth Planners

Wealth Planners, Inc. is a financial services firm that has been assisting clients since 2000, focusing on personal financial management, insurance, investing, retirement, estate planning, and wealth preservation. The company offers a range of services including annuities, long-term care insurance, group and individual health insurance, life insurance, and disability income insurance. Their target clients include individuals seeking to enhance their financial literacy and achieve their financial goals through professional guidance. Wealth Planners, Inc. also provides educational resources such as newsletters, calculators, and research reports to help clients understand financial concepts and market performance.Explore more
Wealth Planners's Social MediaPopular SearchesWealth Planners Incinvestfinancial com MapSIC Code 62,628NAICS Code 52,523Show more

Wealth Planners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Planners

<$5M
1-10
Private
-
2000
AT
Alan TichmanFinancial Professional
$6.4M
11-50
Private
-
-
SS
Stephen SkillmanInvestment Advisor & Representative
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
<$5M
2007
<$5M
1-10
Private
-
2014
AK
Adam KozakFinancial Professional
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
SL
Sharon La CollaTax, Estate & Retirement Planning Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth Planners Tech Stack

A closer look at the technologies used by Wealth Planners

Top Finance Companies

Frequently Asked Questions Regarding Wealth Planners

What is Wealth Planners's official website?
Wealth Planners's official website is www.wealthplannersinc.com
What is Wealth Planners's Revenue?
Wealth Planners's revenue is <$5 Million
What is Wealth Planners's SIC code?
Wealth Planners's SIC: 62,628
What is Wealth Planners's NAICS code?
Wealth Planners's NAICS: 52,523
How many employees does Wealth Planners have?
Wealth Planners has 1-10 employees
What industry does Wealth Planners belong to?
Wealth Planners is in the industry of: Finance, Insurance, Securities Trading
What is Wealth Planners competition?
Wealth Planners top competitors include: Rockhopper Financial, BPA Financial Advisors, Skillman Investment Advisors, Sharon La Colla
What technology does Wealth Planners use?
Some of the popular technologies that Wealth Planners uses are: Google Tag Manager, Font Awesome, DigiCert, Broadridge Advisor Solutions
How do I contact Wealth Planners?
Wealth Planners contact info: Phone number: (631) 465-8855 Website: www.wealthplannersinc.com
What does Wealth Planners do?

Wealth Planners, Inc. is a financial services firm that has been assisting clients since 2000, focusing on personal financial management, insurance, investing, retirement, estate planning, and wealth preservation. The company offers a range of services including annuities, long-term care insurance, group and individual health insurance, life insura... nce, and disability income insurance. Their target clients include individuals seeking to enhance their financial literacy and achieve their financial goals through professional guidance. Wealth Planners, Inc. also provides educational resources such as newsletters, calculators, and research reports to help clients understand financial concepts and market performance.Read More

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

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