Pick & Roll Wealth Management
Financial Services • 
Red Bank, New Jersey, United States • 1-10 Employees
Company overview
| Headquarters | 212 Maple Ave, Red Bank, New Jersey 07701, US |
| Phone number | +17322457652 |
| Website | |
| NAICS | 52 |
| Founded | 2023 |
| Employees | 1-10 |
Key Contact at Pick & Roll Wealth Management
Gregory Jacobson
Owner - Pick & Roll Wealth Management
Pick & Roll Wealth Management Email Formats
Pick & Roll Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@pickandrollwmt.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@pickandrollwmt.com | 100% |
About Pick & Roll Wealth Management
Pick & Roll Wealth Management is operated by Gregory A. Jacobson, a Certified Financial Planner (CFP) with over 25 years of experience based in Red Bank, NJ. The practice specializes in the Retirement Transition, assisting individuals and couples in their journey toward financial independence. Pick & Roll Wealth Management is tailored to clients with a Net Worth in excess of $2MM. A strong foundation of objectivity and removing emotions from the financial decision making process is the basis of all recommendations. Simplifying Personal Wealth Management is a goal, ensuring that clients' experience the payoffs of financial independence. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Pick & Roll Wealth Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Pick & Roll Wealth Management has never raised funding before.
Pick & Roll Wealth Management Tech Stack
Discover the technologies and tools that power Pick & Roll Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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