WISE Financial Advisors

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

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Overview

Headquarters

120 Broadway Fl 37, New York City, New Y...

Phone Number

(212) 701-7927

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About WISE Financial Advisors

WISE Financial Advisors offers a unique approach to financial planning, providing clients with the necessary tools to build and maintain wealth. Their services are designed to help clients achieve financial freedom, which they believe is attainable and not just a fantasy. The firm operates from locations in New York and Rye Brook, catering to individuals seeking comprehensive financial advice. They emphasize a commitment to client education and empowerment in wealth management.Explore more
Popular SearchesWISE Financial AdvisorsSIC Code 62,628NAICS Code 52,523Show more

WISE Financial Advisors Org Chart

PhoneEmail
JG
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Financial Representative

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CH
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Tax Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WISE Financial Advisors

<$5M
1-10
Private
-
-
JG
Jake GuglielmoFinancial Representative
$5M
11-50
Private
-
2021
MT
Marvin ThomsonOwner and Certified Financial Planner
<$5M
11-50
Private
-
2021
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
MC
Monique CarpenterCustomer Service Lead
<$5M
1-10
Private
-
2015
JG
Jodi GambiniFinancial Planning Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WISE Financial Advisors Tech Stack

A closer look at the technologies used by WISE Financial Advisors

Top Finance Companies

Frequently Asked Questions Regarding WISE Financial Advisors

What is WISE Financial Advisors's official website?
WISE Financial Advisors's official website is www.wisefa.com
What is WISE Financial Advisors's Revenue?
WISE Financial Advisors's revenue is <$5 Million
What is WISE Financial Advisors's SIC code?
WISE Financial Advisors's SIC: 62,628
What is WISE Financial Advisors's NAICS code?
WISE Financial Advisors's NAICS: 52,523
How many employees does WISE Financial Advisors have?
WISE Financial Advisors has 1-10 employees
What industry does WISE Financial Advisors belong to?
WISE Financial Advisors is in the industry of: Finance, Securities Trading
What is WISE Financial Advisors competition?
WISE Financial Advisors top competitors include: AnnualInsights.com, Capital Fiduciary Advisors, Perpetual Lifestyle Planning, Allodium Investment Consultants
What companies has WISE Financial Advisors acquired?
WISE Financial Advisors has acquired the companies: STX Healthcare Management Services, Premier Access Insurance
What technology does WISE Financial Advisors use?
Some of the popular technologies that WISE Financial Advisors uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact WISE Financial Advisors?
WISE Financial Advisors contact info: Phone number: (212) 701-7927 Website: www.wisefa.com
What does WISE Financial Advisors do?

WISE Financial Advisors offers a unique approach to financial planning, providing clients with the necessary tools to build and maintain wealth. Their services are designed to help clients achieve financial freedom, which they believe is attainable and not just a fantasy. The firm operates from locations in New York and Rye Brook, catering to indiv... iduals seeking comprehensive financial advice. They emphasize a commitment to client education and empowerment in wealth management.Read More

Is WISE Financial Advisors a public company?
WISE Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about WISE Financial Advisors

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