Appleseed Wealth Management Email Formats

Financial Services • • 1-10 Employees

Appleseed Wealth Management Email Formats

Appleseed Wealth Management uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@appleseedwealth.com), used 66.7% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@appleseedwealth.com	66.7%
{first initial}{last name}	jdoe@appleseedwealth.com	33.3%

Key Contact at Appleseed Wealth Management

Sherri Chaney

Vice President & Senior Wealth Manager

Company overview

Headquarters	XX
Website	appleseedwealth.com
NAICS	52
Keywords	Wealth Preservation, Retirement Planning, Estate Administration, Financial Planning, Investment Management
Founded	2025
Employees	1-10

About Appleseed Wealth Management

Appleseed Wealth Management is an affiliate of Community State Bank, a financial institution with a rich history of serving its communities dating back to 1931. Our experienced team brings decades of industry expertise to provide high-quality, fiduciary wealth management services designed to prioritize our clients' financial goals. Appleseed is committed to building long-lasting, trusting relationships by offering personalized, transparent advice that drives financial success. As fiduciaries, our team is motivated by your best interests, eliminating the confusion and uncertainty that often surrounds third party financial advice. Founded to meet the needs of individuals, families, businesses, and not-for profit organizations, Appleseed Wealth Management delivers the same level of trust, care, and attention that Community State Bank has provided its clients for generations. Whether you're planning for retirement, protecting business assets, or building a legacy, Appleseed is here to provide the reliable financial guidance and protection you deserve. We understand the importance of your financial future, and we're dedicated to ensuring that your goals come first.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Appleseed Wealth Management has never raised funding before.

Frequently asked questions

Appleseed Wealth Management is located in XX.

Appleseed Wealth Management was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Appleseed Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Appleseed Wealth Management

Sherri Chaney

Vice President & Senior Wealth Manager

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