Wealth Strategies

Finance · Indiana, United States · 11-50 Employees

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Overview

Headquarters

207 N High St, Muncie, Indiana, 47305, U...

Phone Number

(765) 289-3366

Revenue

$11 Million

Industry

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

Wealth Strategies, Inc. specializes in providing personalized financial services, including retirement planning, financial planning, and insurance services. The company focuses on building long-term relationships with clients to create tailored strategies that align with their individual goals and dreams. With locations in Muncie and Indianapolis, Indiana, they serve a diverse clientele seeking transparent and unique financial advice. Their team of certified financial planners and investment advisors is dedicated to helping clients navigate their financial journeys.Explore more
Wealth Strategies's Social MediaPopular SearchesWealth Strategies IncWealth StrategiesPractical Wealth Strategies IncWealth Strategies Consulting LLCWealth Strategies and Insurance Services IncSIC Code 62,628NAICS Code 52,523Show more

Wealth Strategies Org Chart

PhoneEmail
CH
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Director of Impressions

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Strategies

$11M
11-50
Private
-
1999
CH
Courtney HillDirector of Impressions
$5.9M
11-50
Private
-
2008
BT
Benjamin TealClient Service Manager & Financial Advisor
<$5M
11-50
Private
-
2014
Courtney Schingledecker, Chief Operations Officer at Thoroughbred Advisors
Courtney SchingledeckerChief Operations Officer
<$5M
1-10
Private
-
2002
JF
Jayme FoldaManager, Operations
<$5M
1-10
Private
-
2005
KW
Karen WashoAdministrative Associate
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Wealth Strategies Tech Stack

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Frequently Asked Questions Regarding Wealth Strategies

What is Wealth Strategies's official website?
Wealth Strategies's official website is www.wealthstrategiesinc.com
What is Wealth Strategies's Revenue?
Wealth Strategies's revenue is $11 Million
What is Wealth Strategies's SIC code?
Wealth Strategies's SIC: 62,628
What is Wealth Strategies's NAICS code?
Wealth Strategies's NAICS: 52,523
How many employees does Wealth Strategies have?
Wealth Strategies has 11-50 employees
What industry does Wealth Strategies belong to?
Wealth Strategies is in the industry of: Finance, Insurance, Securities Trading
What is Wealth Strategies competition?
Wealth Strategies top competitors include: Strategic Financial Concepts, Trinity Wealth Management Group, Alfonso, Washo Financial
What technology does Wealth Strategies use?
Some of the popular technologies that Wealth Strategies uses are: Enom DNS Hosting, Smarsh, Amazon Web Hosting
How do I contact Wealth Strategies?
Wealth Strategies contact info: Phone number: (765) 289-3366 Website: www.wealthstrategiesinc.com
What does Wealth Strategies do?

Wealth Strategies, Inc. specializes in providing personalized financial services, including retirement planning, financial planning, and insurance services. The company focuses on building long-term relationships with clients to create tailored strategies that align with their individual goals and dreams. With locations in Muncie and Indianapolis,... Indiana, they serve a diverse clientele seeking transparent and unique financial advice. Their team of certified financial planners and investment advisors is dedicated to helping clients navigate their financial journeys.Read More

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

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