Wurz Financial Services
Finance · Kentucky, United States · 1-10 Employees
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Overview
Headquarters
112 E 5th St, Covington, Kentucky, 41011...Phone Number
(859) 291-9879Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wurz Financial Services
Wurz Financial Services specializes in financial planning and wealth management, offering tailored services such as retirement planning, investment management, and tax planning. With over two generations of experience, they provide fiduciary financial advice primarily to corporate executives, lawyers, real estate professionals, and pre-retirees. The firm is committed to a fee-only model, ensuring transparency and alignment with clients' best interests. Their focus is on high achievers nearing retirement who have accumulated $1M or more in investable assets.Explore more
Wurz Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.6M
11-50
Private
-
2015
GF
Gregory FeeseWealth Management For Business Owners, Athletes & Retirees Advisor
Company Profile Activity
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Wurz Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Wurz Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wurz Financial Services.
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Wurz Financial Services specializes in financial planning and wealth management, offering tailored services such as retirement planning, investment management, and tax planning. With over two generations of experience, they provide fiduciary financial advice primarily to corporate executives, lawyers, real estate professionals, and pre-retirees. Th... Read More
