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Prism Wealth Management

Prism Wealth Management Email Formats

Financial ServicesFlag of USWooster, Ohio, United States1-10 Employees

Prism Wealth Management Email Formats

Prism Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@myprismwealth.com), used 50% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@myprismwealth.com
50%
{first name}{last name}
johndoe@myprismwealth.com
50%

Key Contacts at Prism Wealth Management

Flag of US

Joe Reynolds

Director Of Marketing And Development

Flag of US

Matthew Gilbert

Director Of Client Services & Chief Compliance Officer

Company overview

Headquarters127 E. Liberty St. Suite 300, Wooster, Ohio 44691, US
Phone number+13308040123
Website
NAICS52
SIC628
Founded2017
Employees1-10
Socials

About Prism Wealth Management

At Prism Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments, insurance products, and services to help you address your financial needs and concerns. Prism Wealth Management, LLC is an independent financial service firm that utilizes a variety of investment and insurance products. Advisory Services are offered through Prism Wealth Management, LLC an SEC Investment Advisor in the State of Ohio.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite
Director

Employees by Department

Prism Wealth Management has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Prism Wealth Management has never raised funding before.

Prism Wealth Management Tech Stack

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

reCAPTCHA

reCAPTCHA

Security

Vimeo

Vimeo

Video players

Google Maps

Google Maps

Maps

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Yoast SEO

Yoast SEO

SEO

Frequently asked questions

Prism Wealth Management is located in Wooster, Ohio, US.
You can reach Prism Wealth Management at +13308040123.
Prism Wealth Management was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.
Prism Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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