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Finer Wealth Management

Finer Wealth Management

Financial ServicesFlag of US530 Loring Avenue, Suite 302, United States1-10 Employees

Company overview

Headquarters530 Loring Avenue, Suite 302, Salem, Massachusetts 01970, US
Phone number+19787401011
Website
NAICS52
SIC736
Keywords
Investments, Stocks, Tax, Bonds
Founded1996
Employees1-10
Socials

Key Contact at Finer Wealth Management

Flag of US

Gary Coon

Managing Director & Chief Operating Officer

Finer Wealth Management Email Formats

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

FormatExamplePercentage
{first initial}.{last name}
j.doe@finer.com
66.7%
{first name}.{last name}
john.doe@finer.com
33.3%

About Finer Wealth Management

Fully Integrated Wealth Management firm catering to families, entrepreneurs, executives, individuals that appreciate a high level of financial services delivered with a personal touch. Our services include Investments, Tax, Financial Planning, and Wealth Management.

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Finer Wealth Management revenue & valuation

Annual revenue$598,885
Revenue per employee$86,000
Estimated valuation?$2,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager
C-Suite
Entry

Employees by Department

Finer Wealth Management has 4 employees across 4 departments.

Departments

Number of employees

Funding Data

Finer Wealth Management has never raised funding before.

Finer Wealth Management Tech Stack

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

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

scrollreveal

scrollreveal

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

vcita

vcita

Appointment scheduling

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Calendly

Calendly

Appointment scheduling

Frequently asked questions

Finer Wealth Management is located in 530 Loring Avenue, Suite 302, US.
You can reach Finer Wealth Management at +19787401011.
Finer Wealth Management was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.
Finer Wealth Management 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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