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Strategies for Wealth Management

Strategies for Wealth Management Email Formats

Financial ServicesFlag of USShelton, Connecticut, United States1-10 Employees

Strategies for Wealth Management Email Formats

Strategies for Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@strategies4wm.com), used 85.7% of the time.

FormatExamplePercentage
{first initial}
j@strategies4wm.com
85.7%
{first name}
john@strategies4wm.com
14.3%

Key Contact at Strategies for Wealth Management

Flag of US

Jeff Gerard

Director

Company overview

Headquarters100 Beard Saw Mill Road, Suite 275, Shelton, CT 06484, US
Phone number+12033724442
Website
NAICS52
Keywords
Financial Services, Retirement Planning, Life Insurance, Long Term Care Insurance, Retirement, Fixed Annuities
Employees1-10
Socials

About Strategies for Wealth Management

The company provides retirement financial services and resources. They offer life insurance, annuity, and long term care options. They also provide resources and useful links for their clients. The company is focused on building a rock solid retirement and offers tips and strategies for women and wealth.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager
C-Suite
Director

Employees by Department

Strategies for Wealth Management has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Strategies for Wealth Management has never raised funding before.

Strategies for Wealth Management Tech Stack

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

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

Vimeo

Vimeo

Video players

Goober

Goober

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Frequently asked questions

Strategies for Wealth Management is located in Shelton, Connecticut, US.
You can reach Strategies for Wealth Management at +12033724442.
Strategies for 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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