Willow House Advisors

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

699 Unionville Rd, Kennett Square, Penns...

Phone Number

(610) 444-3344

Revenue

<$5 Million

Industry

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

About Willow House Advisors

Willow House Advisors is a client-focused financial advisory firm that specializes in creating personalized financial plans to help clients achieve their goals. Their services include financial planning, investment services, retirement planning, personal finance, risk management, estate planning, tax management, education planning, and charitable planning. The firm emphasizes a collaborative relationship with clients, aligning their vision and values to create a dynamic roadmap for success. With a history in the financial services industry since 1971, they aim to build generational relationships and celebrate milestones with their clients.Explore more
Willow House Advisors's Social MediaPopular SearchesWillow House AdvisorsWillow HouseSIC Code 62,628NAICS Code 52,523Show more

Willow House Advisors Org Chart

PhoneEmail
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Director, Operations

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LB
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Director, Client Services

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AP
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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Willow House Advisors

<$5M
11-50
Private
-
-
NO
Nicole O'RourkeDirector, Operations
<$5M
11-50
Private
-
2021
TP
Thomas ParkerCo-Founder & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2020
<$5M
1-10
Private
-
2011
SS
Sidney SaboPost Production Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Willow House Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Willow House Advisors Tech Stack

A closer look at the technologies used by Willow House Advisors

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Frequently Asked Questions Regarding Willow House Advisors

What is Willow House Advisors's official website?
Willow House Advisors's official website is www.willowhouseadvisors.com
What is Willow House Advisors's Revenue?
Willow House Advisors's revenue is <$5 Million
What is Willow House Advisors's SIC code?
Willow House Advisors's SIC: 62,628
What is Willow House Advisors's NAICS code?
Willow House Advisors's NAICS: 52,523
How many employees does Willow House Advisors have?
Willow House Advisors has 11-50 employees
What industry does Willow House Advisors belong to?
Willow House Advisors is in the industry of: Finance, Securities Trading
What is Willow House Advisors competition?
Willow House Advisors top competitors include: Mindfully, DevelopEver Technologies, Kiro Group, Fission3
What technology does Willow House Advisors use?
Some of the popular technologies that Willow House Advisors uses are: WordPress.org, PHP, Cloudflare CDN, Microsoft 365
How do I contact Willow House Advisors?
Willow House Advisors contact info: Phone number: (610) 444-3344 Website: www.willowhouseadvisors.com
What does Willow House Advisors do?

Willow House Advisors is a client-focused financial advisory firm that specializes in creating personalized financial plans to help clients achieve their goals. Their services include financial planning, investment services, retirement planning, personal finance, risk management, estate planning, tax management, education planning, and charitable p... lanning. The firm emphasizes a collaborative relationship with clients, aligning their vision and values to create a dynamic roadmap for success. With a history in the financial services industry since 1971, they aim to build generational relationships and celebrate milestones with their clients.Read More

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

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