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Wealth Optimization Network

Wealth Optimization Network Email Formats

Financial ServicesFlag of USClarence, New York, United States1-10 Employees

Wealth Optimization Network Email Formats

Wealth Optimization Network uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@askwon.com), used 100% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@askwon.com
100%

Key Contact at Wealth Optimization Network

Flag of US

James M. Honaker

Owner: Independent Practice - CFP®, NAPA CPFA®, CCPS®, CBEC®: Wealth Optimization Network, LLC

Company overview

Headquarters6631 Main St, STE 1, Buffalo, New York 14221, US
Website
NAICS52
Keywords
Individual Insurance, Wealth Management, Education Planning, Financial Planning, Group Insurance, Family Wealth Planning, Product Implementation, Business Owner Exit Planning Strategies
Founded1989
Employees1-10

About Wealth Optimization Network

At the Wealth Optimization Network, LLC, James M. Honaker, CERTIFIED FINANCIAL PLANNER ™ practitioner, associates and staff serve as client advocates. We take each family’s completely unique concern, situation & need to heart. Our Mission is to reach out to all families & business owners to understand, assist, educate & guide with care and compassion relative to each specific need and concern. By providing a full cross disciplinary complement of our Financial Planning, Wealth Management, Individual & Group Products Division teams and resources, we cultivate a planner-client relationship in which everyone shall have a mutually beneficial experience through a holistic, comprehensive Wealth Management and Asset Protection Planning Process. Securities and investment advisory services offered through 𝗢𝘀𝗮𝗶𝗰 𝗪𝗲𝗮𝗹𝘁𝗵, 𝗜𝗻𝗰. member FINRA/SIPC. 𝗢𝘀𝗮𝗶𝗰 𝗪𝗲𝗮𝗹𝘁𝗵 is separately owned and other entities and/or marketing names, products or services referenced here are independent of 𝗢𝘀𝗮𝗶𝗰 𝗪𝗲𝗮𝗹𝘁𝗵.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Wealth Optimization Network has never raised funding before.

Frequently asked questions

Wealth Optimization Network is located in Clarence, New York, US.
Wealth Optimization Network was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.
Wealth Optimization Network 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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