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Wealth Financial Services & Tax Advisory

Wealth Financial Services & Tax Advisory Email Formats

Financial ServicesFlag of USVernon, Illinois, United States21-50 Employees

Wealth Financial Services & Tax Advisory Email Formats

Wealth Financial Services & Tax Advisory uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@wfsta.com), used 47.8% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@wfsta.com
47.8%
{first name}{last name}
johndoe@wfsta.com
43.5%
{first initial}
j@wfsta.com
4.3%
{first name}
john@wfsta.com
4.3%

Key Contacts at Wealth Financial Services & Tax Advisory

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David Gimpel

Director, Growth & Business Transformation

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Nicole A.

Director, Wealth Solutions

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Austin Larkin

Iar | Director Of Planning

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Shannon Chambers

Director Of Client Advocacy

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Sophia Mamedova

Director Of Client Services

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Garrett Mcnally

Director Of Operations

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Sophia Mamedova

Director Of Client Services

Company overview

Headquarters600 N Buffalo Grove Rd, 100, Buffalo Grove, Illinois 60089, US
Phone number+18474993454
Website
NAICS52
SIC738
Keywords
Risk Management, Tax Planning, Life Insurance, Financial Planning, Estate Planning, Tax Preparation, Retirement Income Planning, Tax Free Income
Founded1990
Employees21-50
Socials

About Wealth Financial Services & Tax Advisory

Discover clarity and security with Wealth Financial Services & Tax Advisory. Financial advisors providing innovative financial planning.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Director
C-Suite

Employees by Department

Wealth Financial Services & Tax Advisory has 13 employees across 4 departments.

Departments

Number of employees

Funding Data

Wealth Financial Services & Tax Advisory has never raised funding before.

Wealth Financial Services & Tax Advisory Tech Stack

Discover the technologies and tools that power Wealth Financial Services & Tax Advisory's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

SiteGround

SiteGround

Hosting

Swiper

Swiper

JavaScript libraries

Hello Elementor

Hello Elementor

WordPress themes

Elementor

Elementor

Page builders

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Yoast SEO

Yoast SEO

SEO

Frequently asked questions

Wealth Financial Services & Tax Advisory is located in Vernon, Illinois, US.
You can reach Wealth Financial Services & Tax Advisory at +18474993454.
Wealth Financial Services & Tax Advisory was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.
Wealth Financial Services & Tax Advisory has approximately 21-50 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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