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Astoria Strategic Wealth

Astoria Strategic Wealth Email Formats

Financial ServicesFlag of USConroe, Texas, United States1-10 Employees

Astoria Strategic Wealth Email Formats

Astoria Strategic Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@astoriastrategicwealth.com), used 87.5% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@astoriastrategicwealth.com
87.5%
{last name}.{last name}
doe.doe@astoriastrategicwealth.com
12.5%

Key Contact at Astoria Strategic Wealth

Flag of US

Jennifer R. Lafortune

Director Of Client Services

Company overview

Headquarters3915 W Davis St, Ste. 130, #185, Conroe, Texas 77304, US
Phone number+15122154009
Website
NAICS52
SIC628
Keywords
Wealth Management, Financial Planning, Investment Management, Women And Wealth
Founded1996
Employees1-10
Socials

About Astoria Strategic Wealth

Because the Journey Matters ... Astoria Strategic Wealth is a Financial Advisor that provides Fee-Only, fiduciary, comprehensive financial planning, and investment management services. We are Texas based, but serve clients nationally. Acting as a fiduciary, we will partner with you to educate and guide you, as well as implement financial strategies which will enable you to achieve your goals with the least amount of risk possible. As a fee-only advisor, we are your advocates working only for you, with no conflicts of interest associated with commissions, bonuses, or hidden fees as we do not accept them. Nationally, affluent individuals and families have relied on our firm for wealth management planning and portfolio management for years because we understand that each client's needs and situation are unique to them. We are extremely passionate about helping people make financial decisions that are in consonance with their principles, values, and dreams as well as those of their heirs. We welcome the opportunity to show you how.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite
Director

Employees by Department

Astoria Strategic Wealth has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Astoria Strategic Wealth has never raised funding before.

Astoria Strategic Wealth Tech Stack

Discover the technologies and tools that power Astoria Strategic Wealth's digital infrastructure, from frameworks to analytics platforms.

Astra

Astra

WordPress themes

WPForms

WPForms

Form builders

Swiper

Swiper

JavaScript libraries

jQuery UI

jQuery UI

JavaScript libraries

Elementor

Elementor

Page builders

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Frequently asked questions

Astoria Strategic Wealth is located in Conroe, Texas, US.
You can reach Astoria Strategic Wealth at +15122154009.
Astoria Strategic Wealth was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.
Astoria Strategic Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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