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The Choice Group Wealth Management

The Choice Group Wealth Management Email Formats

Financial ServicesFlag of USMelville, New York, United States1-10 Employees

Key Contact at The Choice Group Wealth Management

Flag of US

Ira Katz

Managing Director

Company overview

Headquarters105 Maxess Rd, Suite 314, Melville, New York 11747, US
Phone number+16313868461
Website
NAICS52
SIC736
Keywords
Investments, Financial Advisor, Wealth Management, Roth Ira, Bonds, Life Insurance, Disability Income Insurance, Financial Planning, Business Plans, Retirement Plans, Profit Sharing Plans, Estate Plans, Sep Ira, Simple Ira, Traditional Ira, Variable Annuity, Brokerage Accounts, Long-Term-Care Insurance, College Plans, Tax Plans, Common Stock, Educational Ira
Founded2017
Employees1-10
Socials

About The Choice Group Wealth Management

A group of experienced professionals who spent years under the hood of a larger, constraining corporation and after fighting for ways to serve our customers better, we branched out and started The Choice Group Wealth Management. With passion, personality, and values, we strive to create the best experience for you. We want you to feel comfortable investing in your personal and family’s future and we are here to guide you every step of the way for many years to come.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

The Choice Group Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

The Choice Group Wealth Management has never raised funding before.

Frequently asked questions

The Choice Group Wealth Management is located in Melville, New York, US.
You can reach The Choice Group Wealth Management at +16313868461.
The Choice Group 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.
The Choice Group Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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