Wesfair Advisory

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

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Overview

Headquarters

480 Bedford Rd Ste 4201, Chappaqua, New ...

Phone Number

(914) 238-3734

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Wesfair Advisory

Wesfair Advisory offers a fresh approach to financial planning and retirement consulting, focusing on simplifying the process to maximize results for their clients. They provide tailored financial planning services, including investments, retirement strategies, insurance, estate planning, and tax advice, ensuring clients make informed decisions for a secure future. Additionally, they partner with employers to create customized retirement programs that align with business goals and employee needs. Their services are designed for individuals and businesses seeking financial stability and sustainable retirement solutions.Explore more
Wesfair Advisory's Social MediaPopular SearchesWesfair AdvisoryWesfair Advisory Group IncSIC Code 62,628NAICS Code 52,523Show more

Wesfair Advisory Org Chart

PhoneEmail
JH
United States flag for contact location.

Cpa, Cic & Licensed Insurance Broker

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wesfair Advisory

<$5M
1-10
Private
-
-
JH
Jacob HadadCpa, Cic & Licensed Insurance Broker
<$5M
1-10
Private
-
1988
EL
Erryn LangleyFinancial Advisor & Director
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
<$5M
2012
<$5M
1-10
Private
-
2000
DM
D. MercurioFounder & CEO
<$5M
1-10
Private
-
2014
MG
Matthew GuyauxInvestment Specialist
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wesfair Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Wesfair Advisory Tech Stack

A closer look at the technologies used by Wesfair Advisory

Top Finance Companies

Frequently Asked Questions Regarding Wesfair Advisory

What is Wesfair Advisory's official website?
Wesfair Advisory's official website is www.wesfairadvisory.com
What is Wesfair Advisory's Revenue?
Wesfair Advisory's revenue is <$5 Million
What is Wesfair Advisory's SIC code?
Wesfair Advisory's SIC: 62,628
What is Wesfair Advisory's NAICS code?
Wesfair Advisory's NAICS: 52,523
How many employees does Wesfair Advisory have?
Wesfair Advisory has 1-10 employees
What industry does Wesfair Advisory belong to?
Wesfair Advisory is in the industry of: Finance, Securities Trading
What is Wesfair Advisory competition?
Wesfair Advisory top competitors include: Centerview Wealth Advisors, Brookwood North Investment Advisors, Fiduciary Partners, Cherry Wealth Advisors
What technology does Wesfair Advisory use?
Some of the popular technologies that Wesfair Advisory uses are: NS1, Squarespace Online Stores, Adobe Typekit, Microsoft 365
How do I contact Wesfair Advisory?
Wesfair Advisory contact info: Phone number: (914) 238-3734 Website: www.wesfairadvisory.com
What does Wesfair Advisory do?

Wesfair Advisory offers a fresh approach to financial planning and retirement consulting, focusing on simplifying the process to maximize results for their clients. They provide tailored financial planning services, including investments, retirement strategies, insurance, estate planning, and tax advice, ensuring clients make informed decisions for... a secure future. Additionally, they partner with employers to create customized retirement programs that align with business goals and employee needs. Their services are designed for individuals and businesses seeking financial stability and sustainable retirement solutions.Read More

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

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