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Junto Wealth

Junto Wealth Email Formats

Financial ServicesFlag of USTredyffrin, Pennsylvania, United States1-10 Employees

Junto Wealth Email Formats

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

FormatExamplePercentage
{first initial}{last name}
jdoe@juntowealth.com
100%

Key Contact at Junto Wealth

Flag of US

Stephanie Disabello

Director Of Client Service

Company overview

Headquarters656 E Swedesford Rd, Suite 301, Wayne, Pennsylvania 19087, US
Phone number+16106681000
Website
NAICS52
SIC621
Keywords
Risk Management, Tax Planning, Insurance Planning, Financial Services, Wealth Management, Education Planning, Retirement Planning, Business Planning, Financial Planning, Investment Advisory, Estate Planning, Retirement, Investment Management, Cash Flow, Charitable Giving, Life Planning, Gift Planning, Equity Compensation, Debt Planning
Founded1993
Employees1-10
Socials

About Junto Wealth

Junto Wealth is an independent financial life planning firm. Our drive is to help you achieve the best possible life with the money you have, viewing money as a means to make a life, rather than using lives to make money. We work with successful individuals and their families who share the desire to build a healthy and collaborative relationship. As a financial friend, we engage our clients in Essential Services that are critical to success - Pro-Activity, Organization, Accountability, Education, and Friendship - and we operate across five Financial Pillars with technical expertise: Cash Flow, Tax & Debt, Risk Management, Portfolio Management, and Legacy Planning. Together, we help to achieve a rewarding life. Learn more at www.juntowealth.com Investment Advisory products and services are being offered through Almanack Investment Partners, LLC an SEC registered investment advisor. For additional information about Almanack Investment Partners, LLC, please visit www.adviserinfo.sec.gov

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Manager
Director

Employees by Department

Junto Wealth has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Junto Wealth has never raised funding before.

Junto Wealth Tech Stack

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

Google Workspace

Google Workspace

Email

GoDaddy

GoDaddy

Hosting

Nginx

Nginx

Reverse proxies

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

MySQL

MySQL

Databases

WP Engine

WP Engine

Hosting

Frequently asked questions

Junto Wealth is located in Tredyffrin, Pennsylvania, US.
You can reach Junto Wealth at +16106681000.
Junto Wealth was founded in 1993, making it 33 years old. The company has established itself as a significant player in its industry over this time.
Junto Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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