DGN Wealthcare Advisors

Financial Services • Traverse City, Michigan, United States • 1-10 Employees

Company overview

Headquarters	415 Munson Ave, Suite 201, Traverse City, Michigan 49686, US
Phone number	+12319461722
Websites	dgnwealthcare.com dgncpa.com
NAICS	52
SIC	628
Keywords	Retirement Planning, Financial Planning, Wealth Management, Tax Optimized Financial Planning
Founded	2001
Employees	1-10

Key Contact at DGN Wealthcare Advisors

Rick Garner

Director of Wealth Management

DGN Wealthcare Advisors Email Formats

DGN Wealthcare Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@dgncpa.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@dgncpa.com	100%

About DGN Wealthcare Advisors

Serving the financial needs of individuals, families, businesses and institutions since 2001. Our financial advisors are CERTIFIED FINANCIAL PROFESSIONALS, providing comprehensive, goal-based financial planning.

DGN Wealthcare Advisors revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

DGN Wealthcare Advisors has never raised funding before.

DGN Wealthcare Advisors Tech Stack

Discover the technologies and tools that power DGN Wealthcare Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Datadog

Analytics

Frequently asked questions

DGN Wealthcare Advisors is located in Traverse City, Michigan, US.

You can reach DGN Wealthcare Advisors at +12319461722.

DGN Wealthcare Advisors was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

DGN Wealthcare Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at DGN Wealthcare Advisors

Rick Garner

Director of Wealth Management

4.8

40,000 users