Appleseed Wealth Management
Company

Appleseed Wealth Management

Financial Services Space Already 3 employees
Employees
3
Contacts
1
Emails
1
Phones
1

Appleseed Wealth Management Overview

Headquarters
Space Already
Industry
Financial Services
Employees
3
Founded
2025
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Appleseed Wealth Management

Appleseed Wealth Management is an affiliate of Community State Bank, a financial institution with a rich history of serving its communities dating back to 1931. Our experienced team brings decades of industry expertise to provide high-quality, fiduciary wealth management services designed to prioritize our clients' financial goals. Appleseed is committed to building long-lasting, trusting relationships by offering personalized, transparent advice that drives financial success. As fiduciaries, our team is motivated by your best interests, eliminating the confusion and uncertainty that often surrounds third party financial advice. Founded to meet the needs of individuals, families, businesses, and not-for profit organizations, Appleseed Wealth Management delivers the same level of trust, care, and attention that Community State Bank has provided its clients for generations. Whether you're planning for retirement, protecting business assets, or building a legacy, Appleseed is here to provide the reliable financial guidance and protection you deserve. We understand the importance of your financial future, and we're dedicated to ensuring that your goals come first.

Appleseed Wealth Management Contact Details

People in AeroLeads
2
With contact data
1
Email contacts
1
50.0% coverage
Phone contacts
1
50.0% coverage

Appleseed Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Sherri Chaney Vice President & Senior Wealth Manager
Email Phone
Melissa Minser I Help People Within My Community with Their Financial Needs.
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