Wealth Transfer Group Inc Email Formats
Financial Services • 
Cocoa Beach, Florida, United States • 1-10 Employees
Wealth Transfer Group Inc Email Formats
Wealth Transfer Group Inc uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@wealth-transfer.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wealth-transfer.com | 100% |
Key Contact at Wealth Transfer Group Inc
Robert Slane
President
Company overview
| Headquarters | 1980 N Atlantic Ave, 514, Cocoa Beach, Florida 32931, US |
| Phone number | +13218063244 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Business Wealth Transfer, Individual Wealth Transfer, Specialized Ira Planning |
| Founded | 1983 |
| Employees | 1-10 |
| Socials |
About Wealth Transfer Group Inc
The Wealth Transfer Group, Inc., located on Florida’s “Space Coast”, home of Cape Canaveral and The Kennedy Space Center, has been advising high net worth families on wealth transfer planning for 40 years. Over those 40 years, we have helped our clients legally and tax efficiently transfer billions of dollars to their families and chosen charities. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333. 1-800-765-5201. Investment Advisory services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. The Wealth Transfer Group, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Wealth Transfer Group Inc has never raised funding before.
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