Willow Tree Wealth

Finance · Canada · 1-10 Employees

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Overview

Headquarters

30 255 Dufferin Ave, London, Ontario, N6...

Phone Number

(519) 435-7953

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Willow Tree Wealth

Willow Tree Wealth Management is an independent financial advisory firm based in London, Ontario, dedicated to providing personalized financial solutions for individuals, families, and business owners. The firm offers a range of services including financial planning, retirement planning, estate planning, and insurance analysis, aimed at helping clients achieve long-term financial security. With a commitment to professional excellence and integrity, Willow Tree Wealth Management focuses on delivering innovative and cost-effective strategies tailored to each client's unique financial goals. Their mission is to foster client relationships built on trust and respect, ensuring that clients can grow and protect their wealth in a tax-efficient manner.Explore more
Willow Tree Wealth's Social MediaPopular SearchesWillow Tree WealthWillow Tree Wealth ManagementWillow Tree Management LLCWillow Tree Investments LLCWww WillowtreewealthSIC Code 62,628NAICS Code 52,523Show more

Willow Tree Wealth Org Chart

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Compare insights from companies similar to Willow Tree Wealth, 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

Willow Tree Wealth

<$5M
1-10
Private
-
2002
$6.1M
11-50
Private
-
-
JC
John CrawfordCertified Financial Planner
$5M
11-50
Private
-
-
BS
Bruno ScangaFinancial Advisor
<$5M
1-10
Private
-
1997
NS
Nadiya SakhnoFinancial Advisor
<$5M
1-10
Private
-
1989
SP
Steven PreszcatorFinancial Advisor
<$5M
1-10
Private
-
-
SA
Susan AlexanderBranch Manager, Peak Investment Services Inc
<$5M
1-10
Private
-
1987
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Willow Tree Wealth Tech Stack

A closer look at the technologies used by Willow Tree Wealth

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Frequently Asked Questions Regarding Willow Tree Wealth

What is Willow Tree Wealth's official website?
Willow Tree Wealth's official website is www.willowtreewealth.com
What is Willow Tree Wealth's Revenue?
Willow Tree Wealth's revenue is <$5 Million
What is Willow Tree Wealth's SIC code?
Willow Tree Wealth's SIC: 62,628
What is Willow Tree Wealth's NAICS code?
Willow Tree Wealth's NAICS: 52,523
How many employees does Willow Tree Wealth have?
Willow Tree Wealth has 1-10 employees
What industry does Willow Tree Wealth belong to?
Willow Tree Wealth is in the industry of: Finance, Securities Trading
What is Willow Tree Wealth competition?
Willow Tree Wealth top competitors include: AdvisorNet, AdvisorNet, Bruno M Scanga, Sholdice Financial Services
What technology does Willow Tree Wealth use?
Some of the popular technologies that Willow Tree Wealth uses are: WordPress.org, PHP, Microsoft 365, Google Tag Manager
How do I contact Willow Tree Wealth?
Willow Tree Wealth contact info: Phone number: (519) 435-7953 Website: www.willowtreewealth.com
What does Willow Tree Wealth do?

Willow Tree Wealth Management is an independent financial advisory firm based in London, Ontario, dedicated to providing personalized financial solutions for individuals, families, and business owners. The firm offers a range of services including financial planning, retirement planning, estate planning, and insurance analysis, aimed at helping cli... ents achieve long-term financial security. With a commitment to professional excellence and integrity, Willow Tree Wealth Management focuses on delivering innovative and cost-effective strategies tailored to each client's unique financial goals. Their mission is to foster client relationships built on trust and respect, ensuring that clients can grow and protect their wealth in a tax-efficient manner.Read More

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

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