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Wealth Logic

Wealth Logic Email Formats

Financial ServicesFlag of USPlymouth, Minnesota, United States1-10 Employees

Wealth Logic Email Formats

Wealth Logic uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@financialguide.com), used 66.7% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@financialguide.com
66.7%
{first initial}{last name}
jdoe@financialguide.com
33.3%

Key Contact at Wealth Logic

Flag of US

Jeremy Bosch

President & CERTIFIED FINANCIAL PLANNER™

Company overview

Headquarters2 Carlson Pkwy N, 320, Plymouth, Minnesota 55447, US
Phone number+16124929383
Websites
NAICS52
Founded2017
Employees1-10

About Wealth Logic

Wealth Logic is a fee-based financial planning firm located in Plymouth, Minnesota. We provide our clients with objective, personalized and actionable advice that is best suited to their unique needs, so they are better positioned to reach their goals. The stress surrounding financial matters can be daunting to the couples, individuals and families who face them. By educating and fostering lifetime planning relationships with our clients, it is our goal to remove these concerns and replace them with financial peace of mind. The products, services and solutions we provide are among the best in the industry. Our team is committed to upholding the highest level of professionalism at all times, reflecting Wealth Logic’s expertise and ability to serve the needs of our clients. Partner with us today and start living your best life tomorrow. Jeremy Bosch is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC www.SIPC.org. 100 South Fifth Street Suite 2300, Minneapolis, MN 55402 Phone: 612-333-1413 Wealth Logic, Inc. is not a subsidiary or affiliate of MML Investors Services LLC, MassMutual or its affiliated companies.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Wealth Logic has never raised funding before.

Frequently asked questions

Wealth Logic is located in Plymouth, Minnesota, US.
You can reach Wealth Logic at +16124929383.
Wealth Logic was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.
Wealth Logic 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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