WHZ Strategic Wealth Advisors Email Formats
Financial Services • 
Pomfret, Connecticut, United States • 21-50 Employees
WHZ Strategic Wealth Advisors Email Formats
WHZ Strategic Wealth Advisors uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@whzwealth.com), used 63.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@whzwealth.com | 63.2% |
{first initial}{last name} | jdoe@whzwealth.com | 36.8% |
Key Contacts at WHZ Strategic Wealth Advisors
Will Armstead
Director Of Administration
Aleesha Graham
Director, Associate Wealth Advisor
Nicholas Olson
Director, Associate Wealth Advisor
Hailey Costa
Director, Client Relationships
Company overview
| Headquarters | 697 Pomfret Street, Pomfret Center, CT 06259, US |
| Phone number | +18609282341 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Financial Planning, Retirement Income Planning, Ira Rollovers, Life Goal Planning, Financial Life Planning, Money In Motion, Navigational Partners, We Help Put It All Together, Your Wealth Guide |
| Founded | 2006 |
| Employees | 21-50 |
| Socials |
About WHZ Strategic Wealth Advisors
Absolute Confidence. Unwavering Partnership. For Life. This is the ultimate outcome that WHZ works to provide to each and every client through engaged, personalized, and holistic wealth management services built on a strategic Plan well, Invest well, Live well™ process. The firm offers portfolio management and financial guidance to not-for-profit institutions, individuals, families, and businesses. WHZ was founded in 2006 as an independent investment firm and offers more than 60 years of combined experience in the financial industry. They are a partner of Commonwealth Financial Network® and practice at 697 Pomfret Street, Pomfret Center, CT 06259, 860.928.2341. For more information regarding wealth management and customized financial planning with Weiss, Hale, & Zahansky Strategic Wealth Advisors, please visit www.whzwealth.com. This communication is strictly intended for individuals residing in the States of AK, AL, AZ, CO, CT, FL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OR, PA, RI, SC, TX, VA, & VT. No offers may be made or accepted from any resident outside these states due to various state requirements & registration requirements regarding investment products and services. Please see our Terms of Use here: www.comonwealth.com/termsofuse.html Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Weiss, Hale, & Zahansky Strategic Wealth Advisors are separate and unrelated to Commonwealth.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
WHZ Strategic Wealth Advisors has 6 employees across 2 departments.
Departments
Number of employees
Funding Data
WHZ Strategic Wealth Advisors has never raised funding before.
WHZ Strategic Wealth Advisors Tech Stack
Discover the technologies and tools that power WHZ Strategic Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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