WealthSmith Financial Planning

Finance · Maine, United States · 1-10 Employees

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Overview

Headquarters

75 Pearl St Ste 216, Portland, Maine, 04...

Phone Number

(207) 850-0075

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About WealthSmith Financial Planning

WealthSmith Financial Planning is a financial advisory firm based in Portland, Maine, offering investment and financial advice services to individuals and business owners. Their services include comprehensive financial planning, retirement income planning, and wealth management, aimed at helping clients achieve their financial goals. The firm emphasizes a long-term relationship with clients, providing ongoing support and tailored strategies for wealth accumulation, tax management, and estate planning. WealthSmith is affiliated with Cambridge Investment Research Inc, ensuring a broad spectrum of financial resources and independent objectivity in their advisory services.Explore more
WealthSmith Financial Planning's Social MediaPopular SearchesWealthSmith Financial Planning LLCWealthsmith Financial PlanningWealth Accumulation FinancialWealth Accumulation and Financial PlanningWealthSmith Financial Planning - LLCSIC Code 62,628NAICS Code 52,523Show more

WealthSmith Financial Planning Org Chart

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Compare insights from companies similar to WealthSmith Financial Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthSmith Financial Pla...

<$5M
1-10
Private
-
1993
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
-
SF
Scott FloersheimOwner and Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WealthSmith Financial Planning Tech Stack

A closer look at the technologies used by WealthSmith Financial Planning

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Frequently Asked Questions Regarding WealthSmith Financial Planning

What is WealthSmith Financial Planning's official website?
WealthSmith Financial Planning's official website is www.wealthsmithfinancialplanning.com
What is WealthSmith Financial Planning's Revenue?
WealthSmith Financial Planning's revenue is <$5 Million
What is WealthSmith Financial Planning's SIC code?
WealthSmith Financial Planning's SIC: 62,628
What is WealthSmith Financial Planning's NAICS code?
WealthSmith Financial Planning's NAICS: 52,523
How many employees does WealthSmith Financial Planning have?
WealthSmith Financial Planning has 1-10 employees
What industry does WealthSmith Financial Planning belong to?
WealthSmith Financial Planning is in the industry of: Finance, Securities Trading
What is WealthSmith Financial Planning competition?
WealthSmith Financial Planning top competitors include: Stockade Wealth Management, Murphy Wealth Management, Synergy Wealth Management, Meridian Wealth Advisors
What technology does WealthSmith Financial Planning use?
Some of the popular technologies that WealthSmith Financial Planning uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact WealthSmith Financial Planning?
WealthSmith Financial Planning contact info: Phone number: (207) 850-0075 Website: www.wealthsmithfinancialplanning.com
What does WealthSmith Financial Planning do?

WealthSmith Financial Planning is a financial advisory firm based in Portland, Maine, offering investment and financial advice services to individuals and business owners. Their services include comprehensive financial planning, retirement income planning, and wealth management, aimed at helping clients achieve their financial goals. The firm empha... sizes a long-term relationship with clients, providing ongoing support and tailored strategies for wealth accumulation, tax management, and estate planning. WealthSmith is affiliated with Cambridge Investment Research Inc, ensuring a broad spectrum of financial resources and independent objectivity in their advisory services.Read More

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

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