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Lutz & Associates Wealth Strategists

Lutz & Associates Wealth Strategists Email Formats

Financial ServicesFlag of USRochester, United States11-20 Employees

Lutz & Associates Wealth Strategists Email Formats

Lutz & Associates Wealth Strategists uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

FormatExamplePercentage
{first name}.{last name}@company.com
john.doe@company.com
42.1%
{first name}@company.com
john@company.com
25.3%
{first name initial}{last name}@company.com
{first name initial}doe@company.com
14.8%
{first name}{last name}@company.com
johndoe@company.com
10.2%
{last name}@company.com
doe@company.com
7.6%

Key Contact at Lutz & Associates Wealth Strategists

Flag of US

Joseph D. D'Amico

Director Of Investments

Company overview

HeadquartersRochester, United States
Phone number+15852640103
Websites
NAICS52
SIC628
Founded1999
Employees11-20
Socials

About Lutz & Associates Wealth Strategists

No one financial strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. Services include these products: Life Insurance Disability Income Insurance Long Term Care Insurance Mutual Funds Variable & Fixed Annuities Traditional IRAs Roth IRAs Financial Consulting includes: Wealth Protection Review Investment Analysis & Management Retirement Income Planning Estate Planning Business Succession Planning

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director
Manager

Employees by Department

Lutz & Associates Wealth Strategists has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Lutz & Associates Wealth Strategists has never raised funding before.

Lutz & Associates Wealth Strategists Tech Stack

Discover the technologies and tools that power Lutz & Associates Wealth Strategists's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

FancyBox

FancyBox

JavaScript libraries

Open Graph

Open Graph

Miscellaneous

Datadog

Datadog

Analytics

Frequently asked questions

Lutz & Associates Wealth Strategists is located in Rochester, US.
You can reach Lutz & Associates Wealth Strategists at +15852640103.
Lutz & Associates Wealth Strategists was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.
Lutz & Associates Wealth Strategists has approximately 11-20 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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