Wealth Financial Services & Tax Advisory Email Formats

Financial Services • Vernon, Illinois, United States • 21-50 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.

Format	Example	Percentage
{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

David Gimpel

Director, Growth & Business Transformation

Nicole A.

Director, Wealth Solutions

Austin Larkin

Iar | Director Of Planning

Shannon Chambers

Director Of Client Advocacy

Sophia Mamedova

Director Of Client Services

Garrett Mcnally

Director Of Operations

Sophia Mamedova

Director Of Client Services

Company overview

Headquarters	600 N Buffalo Grove Rd, 100, Buffalo Grove, Illinois 60089, US
Phone number	+18474993454
Website	wfsta.com
NAICS	52
SIC	738
Keywords	Risk Management, Tax Planning, Life Insurance, Financial Planning, Estate Planning, Tax Preparation, Retirement Income Planning, Tax Free Income
Founded	1990
Employees	21-50
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

Security

SiteGround

Hosting

Swiper

JavaScript libraries

Hello Elementor

WordPress themes

Elementor

Page builders

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

YouTube

Video players

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.

Key Contacts at Wealth Financial Services & Tax Advisory

David Gimpel

Director, Growth & Business Transformation

Nicole A.

Director, Wealth Solutions

Austin Larkin

Iar | Director Of Planning

Shannon Chambers

Director Of Client Advocacy

Sophia Mamedova

Director Of Client Services

Garrett Mcnally