Professional Wealth Associates
Financial Services • 
Melville, New York, United States • 1-10 Employees
Company overview
| Headquarters | 445 Broadhollow Road, Suite 107, Melville, NY 11747-3601, US |
| Phone number | +15169976008 |
| Website | |
| NAICS | 52 |
| Founded | 2002 |
| Employees | 1-10 |
| Socials |
Key Contact at Professional Wealth Associates
Steve Dombrower
Financial Advisor & Director of Investment Management & Research
Professional Wealth Associates Email Formats
Professional Wealth Associates uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@pwa-inc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@pwa-inc.com | 100% |
About Professional Wealth Associates
Founded in 2002, Professional Wealth Associates is a full-service financial planning firm committed to helping our clients navigate the waters to attain their financial goals. We offer a wide range of financial services, solutions, and products to individuals, business owners, and institutions. We believe clients will be better able to identify and pursue their goals through sound decision making with guidance from our team. Professional Wealth Associates is committed to providing excellence in Financial Planning services to its many clients. Our client base includes individuals, families, extended families, businesses, and institutions with varying and diverse needs and requirements. Many of our clients have been with us for two decades or more and some have recently joined Professional Wealth Associates. Regardless, PWA takes pride in providing conscientious, focused, diligent attention to each client and his/her personal goals and objectives. Services we offer include but are not limited to retirement planning strategies, investment management, comprehensive financial planning, insurance and annuity planning, pension distribution strategies, long-term care and disability planning, social security strategies, estate and elder care planning, education savings strategies, company sponsored retirement plans, succession planning and business continuation, executive benefit plans, group employee benefit plans, and employee section 125 plans.
Professional Wealth Associates revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Professional Wealth Associates has never raised funding before.
Professional Wealth Associates Tech Stack
Discover the technologies and tools that power Professional Wealth Associates's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Search engines
Security
JavaScript libraries
Tag managers
Hosting
Marketing automation
Security
JavaScript libraries
Miscellaneous
Analytics
United Kingdom
Canada
Austria
Singapore
Frequently asked questions
4.8
40,000 users
