Winkler Wealth
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
1120 Avenue of the Americas Fl 4, New Yo...Website
www.winklerwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Winkler Wealth
Winkler Wealth is a financial planning firm that offers comprehensive solutions tailored to clients' goals, values, and concerns. Their services include investment management, insurance, estate planning, and risk management, ensuring a holistic approach to financial well-being. They collaborate with independent estate attorneys, insurance agents, and CPAs to provide a full spectrum of financial services. Winkler Wealth aims to facilitate multi-generational wealth transfer and peace of mind for their clients.Explore more
Popular SearchesWinkler WealthSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
Winkler Wealth
<$5M
1-10
Private
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N/A
Company Profile Activity
Activity Insights
Winkler Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Winkler Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Winkler Wealth.
Winkler Wealth Tech Stack
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Winkler Wealth is a financial planning firm that offers comprehensive solutions tailored to clients' goals, values, and concerns. Their services include investment management, insurance, estate planning, and risk management, ensuring a holistic approach to financial well-being. They collaborate with independent estate attorneys, insurance agents, a... Read More
