Appleseed Wealth Management
Financial Services
Space Already
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Appleseed Wealth Management Overview
- Headquarters
- Space Already
- Website
- appleseedwealth.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2025
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Sherri Chaney | Vice President & Senior Wealth Manager | Greater Fort Wayne, United States |
Email
Phone
|
| Melissa Minser | I Help People Within My Community with Their Financial Needs. | Muncie, Indiana, United States |
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|
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