Quorum Private Wealth
Financial Services, 345 Hartz Ave, Danville, California, 94526, United States, 1-10 Employees
Phone Number: +19*********
Who is QUORUM PRIVATE WEALTH
Quorum Private Wealth was founded in 2021 by Mike Barry, Kelly Milligan, Sue Mazzetti and Melissa Yue. With a combined experience in wealth management exceeding 75 years, our team members...
Read More
-
Headquarters: 345 Hartz Ave, Danville, California, 94526, United States
-
Date Founded: 2021
-
Employees: 1-10
-
Revenue: Under $1 Million
-
Active Tech Stack: See technologies
Industry: Financial Services
Does something look wrong? Fix it. | View contact records from QUORUM PRIVATE WEALTH
Email
Phone
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Frequently Asked Questions Regarding Quorum Private Wealth
Answer: Quorum Private Wealth's headquarters are located at 345 Hartz Ave, Danville, California, 94526, United States
Answer: Quorum Private Wealth's phone number is +19*********
Answer: Quorum Private Wealth's official website is https://quorumpw.com
Answer: Quorum Private Wealth's revenue is Under $1 Million
Answer: Quorum Private Wealth has 1-10 employees
Answer: Quorum Private Wealth is in Financial Services
Answer: Quorum Private Wealth contact info: Phone number: +19********* Website: https://quorumpw.com
Answer: Quorum Private Wealth was founded in 2021 by Mike Barry, Kelly Milligan, Sue Mazzetti and Melissa Yue. With a combined experience in wealth management exceeding 75 years, our team members have been committed to continual improvement, earning multiple industry credentials. Mike and Kelly are Certified 401(k) Professionals. Kelly and Sue are Certified Retirement Planning Counselors. Mike is also a Certified Investment Management Analyst and a Defined Contribution Investment Consultant. Kelly is also a Certified Private Wealth Advisor. Melissa is also a CERTIFIED FINANCIAL PLANNERTM. With our extensive experience and knowledge, we committed to guiding our clients with objective advice, financial planning and comprehensive solutions that give simplify financial challenges and provide true peace of mind. In addition to serving as an advocate for our clients, we act as their financial sounding board, collaborating with them and their other trusted advisors, on any topic from investments and insurance to estate planning and taxes. We are the first call when a decision needs to be made that will have any type of financial impact. Clients see us as their team their Quorum. As an independent firm, we have the freedom, flexibility and control to serve only our clients best interests. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. If youre looking for a wealth advisory team who will take a proactive role in organizing, simplifying, and optimizing solutions for the challenges of your financial situation, please call on us today.
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
Get Full Access
Sign in to CIENCE GO Data to uncover contact details
Free credits every month