Birch Wealth Management Email Formats

Financial Services • 205 W Court St, Rome, United States • 1-10 Employees

Birch Wealth Management Email Formats

Birch Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@birchwealth.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@birchwealth.com	66.7%
{first name}	john@birchwealth.com	33.3%

Key Contact at Birch Wealth Management

Iris Buczkowski

Chief Executive Officer

Company overview

Headquarters	205 W Court St, Rome, New York 13440, US
Phone number	+13157952005
Website	birchwealth.com
NAICS	52
Keywords	Wealth Management, Financial Planning, Investment Management
Founded	2019
Employees	1-10
Socials

About Birch Wealth Management

Birch Wealth Management is an independent, comprehensive wealth management firm that provides an array of services to its clients. These include, but are not limited to, advice on investment strategies and risk allocation, asset accumulation plans, retirement income planning, estate and contingency planning, special needs planning, education planning, tax planning, and business succession planning. This comprehensive suite of services allows for clients to work toward achieving their near and long-term goals while living their best lives. We pride ourselves on our high touch service and have assembled an incredible team that will work collectively with you to get you where you want to be. With many years of experience, the team at Birch Wealth Management is well positioned to help with anything that impacts your overall goals. We are headquartered in historic Rome, New York and serve clients throughout the country.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Birch Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Birch Wealth Management has never raised funding before.

Birch Wealth Management Tech Stack

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

Cloudflare

CDN

Astra

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Google Tag Manager

Tag managers

jQuery

JavaScript libraries

Nginx

Reverse proxies

PHP

Programming languages

Calendly

Appointment scheduling

Ultimate Addons for Elementor

WordPress plugins

WP Rocket

Caching

WordPress

Blogs

Swiper

JavaScript libraries

MySQL

Databases

Frequently asked questions

Birch Wealth Management is located in 205 W Court St, Rome, US.

You can reach Birch Wealth Management at +13157952005.

Birch Wealth Management was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Birch Wealth Management

Iris Buczkowski

Chief Executive Officer

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