ALINE WEALTH

Aline Wealth

Financial Services, 445 Broadhollow Rd, Melville, New York, 11747, United States, 1-10 Employees

alinewealth.com

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Who is ALINE WEALTH

Driven by the belief that wealth management is really life management, we are dedicated to designing a fully-integrated, 360-degree plan for you. It means we listen more than we talk. We ...

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  • 445 Broadhollow Rd, Melville, New York, 11747, United States Headquarters: 445 Broadhollow Rd, Melville, New York, 11747, United States
  • 2020 Date Founded: 2020
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 1741 | NAICS Code: 523930 | Show More

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ALINE WEALTH Org Chart and Mapping

Employees

Lissette Almanzar

Head of Marketing and Client Experience

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Frequently Asked Questions Regarding ALINE WEALTH

Answer: ALINE WEALTH's headquarters are located at 445 Broadhollow Rd, Melville, New York, 11747, United States

Answer: ALINE WEALTH's phone number is +13*********

Answer: ALINE WEALTH's official website is https://alinewealth.com

Answer: ALINE WEALTH's revenue is $1 Million to $5 Million

Answer: ALINE WEALTH's SIC: 1741

Answer: ALINE WEALTH's NAICS: 523930

Answer: ALINE WEALTH has 1-10 employees

Answer: ALINE WEALTH is in Financial Services

Answer: ALINE WEALTH contact info: Phone number: +13********* Website: https://alinewealth.com

Answer: Driven by the belief that wealth management is really life management, we are dedicated to designing a fully-integrated, 360-degree plan for you. It means we listen more than we talk. We dig deep to understand you, your family, your business, your unique circumstances and your legacy. And while we are focused on providing comprehensive solutions for your future and your legacy, we bring something even more rare: honest, client-focused intelligence, where clients come first. And second. And third. We are fiduciaries, meaning we are legally, professionally and personally obligated to you and you alone. No products, no opaque expenses, no company quotas and no agenda but yours. From asset allocation to estate planning. Cash flow analysis to tax strategy. Building your business to exiting it. And, above all, keeping a promise one generation makes to another. ALINE means comprehensive, holistic wealth management solutions with a decidedly human touch. We will work tirelessly to help ensure your goals and needs remain ALINED through every twist and turn of your financial journey. Because in the end, the most important investment we make is in you. Securities offered through HighTower Securities, LLC member FINRA/SIPC. HighTower Advisors, LLC is a SEC registered investment advisor.

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