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Wolff Financial Management

Wolff Financial Management

Financial Services, 5938 Venture Park Dr, Kalamazoo, Michigan, 49009, United States, 1-10 Employees

wfminvest.com

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phone no Phone Number: +12*********

Who is WOLFF FINANCIAL MANAGEMENT

Wolff Financial Management is an independent, boutique financial services firm and SEC registered investment advisor. Founded in 1994, Wolff Financial uses a practical and integrated appr...

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  • 5938 Venture Park Dr, Kalamazoo, Michigan, 49009, United States Headquarters: 5938 Venture Park Dr, Kalamazoo, Michigan, 49009, United States
  • 1994 Date Founded: 1994
  • 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: 8742 | NAICS Code: 523930 | Show More

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Wolff Financial Management Org Chart and Mapping

Employees
Cfp® Jared McNee

Cfp® Jared McNee

Financial Advisor

Lisa Hartgraves

Lisa Hartgraves

Director of Tax Planning, Financial Advisor

Amy Devries

Amy Devries

Client Specialist

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Frequently Asked Questions Regarding Wolff Financial Management

Answer: Wolff Financial Management's headquarters are located at 5938 Venture Park Dr, Kalamazoo, Michigan, 49009, United States

Answer: Wolff Financial Management's phone number is +12*********

Answer: Wolff Financial Management's official website is https://wfminvest.com

Answer: Wolff Financial Management's revenue is $1 Million to $5 Million

Answer: Wolff Financial Management's SIC: 8742

Answer: Wolff Financial Management's NAICS: 523930

Answer: Wolff Financial Management has 1-10 employees

Answer: Wolff Financial Management is in Financial Services

Answer: Wolff Financial Management contact info: Phone number: +12********* Website: https://wfminvest.com

Answer: Wolff Financial Management is an independent, boutique financial services firm and SEC registered investment advisor. Founded in 1994, Wolff Financial uses a practical and integrated approach to investment management, retirement, estate and income tax planning for clients across the U.S. and abroad.

Answer:

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