


TradeWell Tax & Financial Email Formats
Financial Services • Fort Wayne, Indiana, United States • 1-10 Employees
TradeWell Tax & Financial Email Formats
TradeWell Tax & Financial uses 1 email format. The most common is {first initial} (e.g., j@tradewelltax.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@tradewelltax.com | 100% |
Key Contacts at TradeWell Tax & Financial
Tina Kelly
Director Of New Business
Tim Gordon
Director Of Client Relations
Company overview
| Headquarters | 130 West Main Street, Suite 100, Fort Wayne, IN 46802, US |
| Phone number | +12604902084 |
| Website | |
| NAICS | 52 |
| SIC | 729 |
| Keywords | Tax Planning And Retirement Planning |
| Founded | 2002 |
| Employees | 1-10 |
| Socials |
About TradeWell Tax & Financial
TradeWell is a boutique financial planning and professional services firm that has the unique advantage of offering a wide variety of collaborative services all under one roof! We are the only firm in northern Indiana that takes the “Family Office” approach that is usually reserved for the super-affluent. We feature attorneys who specialize in elder law, tax advisors to help you make sense of complicated tax matters, insurance professionals to help you to manage your risk, and investment advisor representatives to pull it all together and help you better plan for a successful retirement.
Employees by Management Level
Total employees: 1-10
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Employees by Department
TradeWell Tax & Financial has 1 employees across 1 departments.
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Funding Data
TradeWell Tax & Financial has never raised funding before.
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