Willow Chute Financial

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

227 Fairburn Ave Ste A, Benton, Louisian...

Revenue

<$5 Million

Industry

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

About Willow Chute Financial

Willow Chute Financial specializes in investment management and financial planning tailored to the unique circumstances of their clients, with a strong focus on tax efficiency. They offer a range of services including financial planning for business owners, charitable giving, tax planning, and retirement planning. The company collaborates closely with tax professionals to identify potential tax and wealth management efficiencies. Their intended clients include individuals and business owners seeking trusted financial and tax advisory services.Explore more
Willow Chute Financial's Social MediaPopular SearchesWillow Chute FinancialSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Willow Chute Financial

<$5M
1-10
Private
-
-
N/A
$7.6M
1-10
Private
-
2022
MH
Melissa HicksGroup Director, Investment Operations & Client Services
<$5M
1-10
Private
-
2023
GW
Gregory WikeliusWealth Advisor
<$5M
1-10
Private
-
2014
IM
Iris MujicaChief Compliance Officer
<$5M
1-10
Private
-
2010
JP
Jennifer PhilbrickChief Compliance Officer, Client Service, , Operations
<$5M
1-10
Private
-
1999
PS
Paul SchmidtFinancial Advisor
<$5M
1-10
Private
-
2019
EH
Eric HoltenFinancial Assistant
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Willow Chute Financial Tech Stack

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Frequently Asked Questions Regarding Willow Chute Financial

What is Willow Chute Financial's official website?
Willow Chute Financial's official website is www.willowchutefinancial.com
What is Willow Chute Financial's Revenue?
Willow Chute Financial's revenue is <$5 Million
What is Willow Chute Financial's SIC code?
Willow Chute Financial's SIC: 62,628
What is Willow Chute Financial's NAICS code?
Willow Chute Financial's NAICS: 52,523
How many employees does Willow Chute Financial have?
Willow Chute Financial has 1-10 employees
What industry does Willow Chute Financial belong to?
Willow Chute Financial is in the industry of: Finance, Securities Trading
What is Willow Chute Financial competition?
Willow Chute Financial top competitors include: Four Tree Island Advisory, Palisade Wealth, Advisory Investor Services, Triumph Financial Group
What technology does Willow Chute Financial use?
Some of the popular technologies that Willow Chute Financial uses are: Drupal, Cloudflare Website Optimization, AddToAny, Google Tag Manager
What does Willow Chute Financial do?

Willow Chute Financial specializes in investment management and financial planning tailored to the unique circumstances of their clients, with a strong focus on tax efficiency. They offer a range of services including financial planning for business owners, charitable giving, tax planning, and retirement planning. The company collaborates closely w... ith tax professionals to identify potential tax and wealth management efficiencies. Their intended clients include individuals and business owners seeking trusted financial and tax advisory services.Read More

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

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