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Two Bird Wealth Strategies

Two Bird Wealth Strategies Email Formats

Financial ServicesFlag of USSuperior, Michigan, United States1-10 Employees

Two Bird Wealth Strategies Email Formats

Two Bird Wealth Strategies uses 2 email formats. The most common is {first name} (e.g., john@twobirdwealth.com), used 71.4% of the time.

FormatExamplePercentage
{first name}
john@twobirdwealth.com
71.4%
{first initial}
j@twobirdwealth.com
28.6%

Key Contacts at Two Bird Wealth Strategies

Flag of US

Adam Finch

Founder, Managing Director, Senior Wealth Strategist

Flag of US

Nikki Calloway

Director Of Operations

Company overview

Headquarters5263 Plymouth Rd, Ann Arbor, Michigan 48105, US
Website
NAICS52
Keywords
Risk Management, Financial Planning, Business Consulting, Investment Management
Founded2025
Employees1-10

About Two Bird Wealth Strategies

We provide comprehensive financial planning, investment management, education and proactive service, designed to exceed expectations. We believe true financial freedom creates the foundation for both achievement and joy, helping our clients find the perfect balance between securing tomorrow and living fully today. Through thoughtful collaboration, we help build futures where success and happiness thrive together. https://www.finra.org/ https://www.sipc.org/ Securities offered through Cetera Wealth Services LLC. Member FINRA/SIPC investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor, Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor. Cetera Wealth Services LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Wealth Services or CWM, LLC and have not been reviewed by Cetera Wealth Services or CWM, LLC as to accuracy or completeness. Insurance Services are not offered through CWM, LLC.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director
Entry
Founder/Owner

Employees by Department

Two Bird Wealth Strategies has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Two Bird Wealth Strategies has never raised funding before.

Frequently asked questions

Two Bird Wealth Strategies is located in Superior, Michigan, US.
Two Bird Wealth Strategies was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.
Two Bird Wealth Strategies 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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