Orion Wealth Advisors Email Formats

Financial Services • Lexington, Massachusetts, United States • 1-10 Employees

Orion Wealth Advisors Email Formats

Orion Wealth Advisors uses 2 email formats. The most common is {first initial} (e.g., j@orionwealthadvisors.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@orionwealthadvisors.com	66.7%
{first name}	john@orionwealthadvisors.com	33.3%

Key Contact at Orion Wealth Advisors

Peter Hoffman

Founder, Financial Planner, Investment Manager

Company overview

Headquarters	74 Bedford St., Lexington, MA 02420, US
Phone number	+17818622349
Website	orionwealthadvisors.com
NAICS	52
SIC	628
Keywords	Comprehensive Financial Planning, Retirement Planning, Investment Management, College Funding
Founded	2010
Employees	1-10
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About Orion Wealth Advisors

Orion Wealth Advisors provides independent, fee-only financial planning and investment advisory services to individuals and families. Our goal is to help you live a life that is truly meaningful to you: Successfully pursuing your dreams, comfortably grounded in financial security. We take a different approach from most other financial advisors: We focus first on understanding you – your values, goals and dreams. Then we use our financial expertise to help you make them happen. As a result, we help clients create a secure and satisfying life, for themselves and their loved ones, now and into the future. Based in Massachusetts, we also serve clients in NH, NY and CA and in other states, by request. Advisory services offered by Trust Advisory Group, Ltd, a Registered Investment Advisor, 444 Washington Street, Woburn, MA 01801 (781) 933-6100

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Orion Wealth Advisors has never raised funding before.

Orion Wealth Advisors Tech Stack

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

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

Priority Hints

Performance

Frequently asked questions

Orion Wealth Advisors is located in Lexington, Massachusetts, US.

You can reach Orion Wealth Advisors at +17818622349.

Orion Wealth Advisors was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Orion Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Orion Wealth Advisors

Peter Hoffman

Founder, Financial Planner, Investment Manager

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