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Maxwell Financial Firm

Maxwell Financial Firm Email Formats

Financial ServicesFlag of USWilmington, Delaware, United States1-10 Employees

Key Contact at Maxwell Financial Firm

Flag of US

Brannon Mchugh

Board Of Directors

Company overview

HeadquartersWilmington, Delaware, United States
Website
NAICS52
Keywords
Financial Services, Consolidation, Consulting, Customer Satisfaction, Student Loan Debt
Founded2018
Employees1-10

About Maxwell Financial Firm

At Maxwell Financial Firm, we believe in a holistic approach to wealth management, encompassing investment planning, risk management, tax optimization, and estate planning. Our game plan is simple: invest in long-term stocks, bonds, and treasuries; utilize data science and research to navigate the options markets; and implement other investment tools and strategies through Bloomberg Terminal. By taking the time to understand your individual needs and aspirations, we develop a customized investment plan designed to help you achieve long-term success. Please note, Since we work on a private-family basis our clientele are by invitation from a current clients only.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Maxwell Financial Firm has never raised funding before.

Frequently asked questions

Maxwell Financial Firm is located in Wilmington, Delaware, US.
Maxwell Financial Firm was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.
Maxwell Financial Firm has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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