Greeley Wealth Management Email Formats

Financial Services • Bend, Oregon, United States • 1-10 Employees

Greeley Wealth Management Email Formats

Greeley Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@greeleywealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@greeleywealth.com	100%

Key Contact at Greeley Wealth Management

Cobin Soelberg

Founder and Principal Advisor

Company overview

Headquarters	320 SW Century Drive, Suite 405/298, Bend, Oregon 97702, US
Phone number	+15412154476
Website	greeleywealth.com
NAICS	52
Keywords	Debt Management, Tax Planning, Retirement Planning, Financial Planning, Investment Management, Physician Finance, Medical Student Loans, Tax Maximization
Founded	2020
Employees	1-10
Socials

About Greeley Wealth Management

As a healthcare professional, your most precious resource is your time and energy. Greeley Wealth Management, serving clients nationwide, was created to help embolden physicians and healthcare professionals to step forward as engaged partners in their financial health and security. Let us make your money work for you and help you create more time. As a working physician, I have an intrinsic awareness of the financial struggles healthcare professionals face. I know what it’s like to owe several hundred thousand dollars in student loan debt. To feel overwhelmed by your 401(k) or ROTH IRA. To be up all night on call, caring for sick and dying patients. I’ve been through it all. I know your fears firsthand, and I’m here to help you break free of their heavy weight. In the same way I’d call a specialist consult to help evaluate a complicated pre-operative patient, I am here to be your financial consultant. I understand your need to protect your family and financial security. That’s why I created an independent wealth management firm catering to the unique financial challenges of healthcare professionals. Working together, we’ll grow and protect your hard earned wealth and income.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Greeley Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Greeley Wealth Management has never raised funding before.

Frequently asked questions

Greeley Wealth Management is located in Bend, Oregon, US.

You can reach Greeley Wealth Management at +15412154476.

Greeley Wealth Management was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Greeley Wealth Management

Cobin Soelberg

Founder and Principal Advisor

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