Intentional Wealth Partners

Intentional Wealth Partners

Financial Services, 7017 Pearl Rd, Middleburg Heights, Ohio, 44130, United States, 1-10 Employees

greatlakesinvestment.com

  • LinkedIn

phone no Phone Number: +14*********

Who is INTENTIONAL WEALTH PARTNERS

At Intentional Wealth Partners, your goals are our top priority. That isnt just a trite, catchy sentenceits at the core of everything we do together! We combine a heart-felt boutique expe...

Read More

map
  • 7017 Pearl Rd, Middleburg Heights, Ohio, 44130, United States Headquarters: 7017 Pearl Rd, Middleburg Heights, Ohio, 44130, United States
  • 2017 Date Founded: 2017
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $50 Million to $100 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 3568 | NAICS Code: 333613 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from INTENTIONAL WEALTH PARTNERS

Intentional Wealth Partners Org Chart and Mapping

Employees

Michelle Raddell

Paraplanner/Operations Coordinator

signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Frequently Asked Questions Regarding Intentional Wealth Partners

Answer: Intentional Wealth Partners's headquarters are located at 7017 Pearl Rd, Middleburg Heights, Ohio, 44130, United States

Answer: Intentional Wealth Partners's phone number is +14*********

Answer: Intentional Wealth Partners's official website is https://greatlakesinvestment.com

Answer: Intentional Wealth Partners's revenue is $50 Million to $100 Million

Answer: Intentional Wealth Partners's SIC: 3568

Answer: Intentional Wealth Partners's NAICS: 333613

Answer: Intentional Wealth Partners has 1-10 employees

Answer: Intentional Wealth Partners is in Financial Services

Answer: Intentional Wealth Partners contact info: Phone number: +14********* Website: https://greatlakesinvestment.com

Answer: At Intentional Wealth Partners, your goals are our top priority. That isnt just a trite, catchy sentenceits at the core of everything we do together! We combine a heart-felt boutique experience with cutting-edge technology and access to the best investment products, so you receive support that fits you now and allows you to grow into more in the future, all while avoiding costly mistakes that you may make if you were investing on your own (or not investing at all!). As fiduciary fee-only financial planners, we are compensated only by the fees we charge, not the products we sell. That means every plan and option we present to you is provided to further your goals and priorities and yours alone.

Answer:

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access