


National Wealth Network Revenue
Financial Services • Poughkeepsie, New York, United States • 1-10 Employees
National Wealth Network revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Key Contact at National Wealth Network
Colleen Tannenbaum
Director Of Client Experience / Financial Paraplanner Qualified Professional ™️
Company overview
| Headquarters | 22 IBM Road, Suite 204B, Poughkeepsie, New York 12601, US |
| Phone number | +18457241259 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Business Succession Planning, Wealth Management, Education Planning, Retirement Planning, Financial Planning, Investment Management, Tax & Estate Planning |
| Employees | 1-10 |
About National Wealth Network
Our goal is to help our clients live for today while planning for tomorrow. We strive to bring our clients entire financial picture together one piece at a time while empowering our clients to be knowledgable and active partners of their financial resources. Your financial future is not going to plan itself, that is where National Wealth Network comes in. Life is full of milestones. Starting your career, getting married, growing your family, planning for education and retiring to name a few. The strategies we create bring simplicity and confidence to our client's complex financial lives. We offer honest advice and use customized solutions to help navigate your unique goals and needs. Experience and fresh perspective make for a powerful combination! Being a multi-generational firm we have advisors with over 30 years of financial service industry experience working alongside next generation financial professionals. Technology is always changing and we stay on the cutting edge. We have a team approach that strives to offer world class service to our clients each and every day. We are an independent firm committed to offering a distinct personal approach to financial planning. When working with our clients in an advisory relationship our approach is founded upon the highest fiduciary standards, always putting our client's financial needs and goals first. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please visit the 'Contact Info' section above. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.nationalwealthnetwork.org
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
National Wealth Network has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
National Wealth Network has never raised funding before.
National Wealth Network Tech Stack
Discover the technologies and tools that power National Wealth Network's digital infrastructure, from frameworks to analytics platforms.
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Maps
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CDN
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Marketing automation
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Analytics
Analytics
Frequently asked questions
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