


McGervey Wealth Management
Financial Services • Jackson, Ohio, United States • 1-10 Employees
Company overview
| Headquarters | 4001 Whipple Avenue, NW, Suite 202, Canton, Ohio 44718, US |
| Phone number | +18003841756 |
| Websites | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Investment Management And Financial Planning |
| Founded | 2003 |
| Employees | 1-10 |
| Socials |
Key Contact at McGervey Wealth Management
Teri Rauschenbach
Director Of Financial Planning
McGervey Wealth Management Email Formats
McGervey Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@mcgerveywealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@mcgerveywealth.com | 100% |
About McGervey Wealth Management
McGervey Wealth Management is based in Canton, Ohio, and serves clients nationally. Our experienced, dedicated wealth management team is responsible for providing proactive service and advice for select families and business owners. Our mission is to inspire clients to make informed decisions through education, communication and service which exceeds their expectations. Our vision is to be our clients most trusted advisor through our professional knowledge, our integrity, and our personalized service and teamwork. Our goal is to help our clients enjoy life to the fullest by having the sense of comfort in knowing that their family will be financially successful.
McGervey Wealth Management revenue & valuation
| Annual revenue | $11,900,000 |
| Revenue per employee | $5,924,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $38,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
McGervey Wealth Management has never raised funding before.
McGervey Wealth Management Tech Stack
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Frequently asked questions
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