Brumbaugh Wealth Management, LLC

Brumbaugh Wealth Management, LLC

Financial Services 415 Eagleview Blvd 6 employees
Employees
6
Contacts
3
Emails
3
Phones
1
www.brumbaughwealth.com LinkedIn

Brumbaugh Wealth Management, LLC Overview

Headquarters
415 Eagleview Blvd
Phone Number
Available in AeroLeads
Website
www.brumbaughwealth.com
Industry
Financial Services
Employees
6
Founded
2004
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Investment Advisory Services Retirement Planning Estate Planning and Wealth Transfer Tax Reduction & Insurance Strategies Special Needs Family Planning Strategies Corporate Benefit Strategies Business Succession Planning

About Brumbaugh Wealth Management, LLC

The mission of Brumbaugh Wealth Management is to secure people’s financial futures by understanding their unique position and providing personalized solutions for their needs. Our purpose is simple: To help people live better lives. We aim to provide exceptional client service as we bring our experience and knowledge to solve complex financial issues. We’re dedicated to what matters. Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Advisory services also offered through AdvisorNet Wealth Partners. Cetera is under separate ownership from any other entity.

Brumbaugh Wealth Management, LLC Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Brumbaugh Wealth Management, LLC Org Chart

Sample employees and titles
Name Title Contact
Andrew Storti Financial Planner at Brumbaugh Wealth
Email
Kimberly J. Brumbaugh Managing Partner, Brumbaugh Wealth
Email Phone
Kyle Niedenthal Excited for This New Opportunity
Email
Luke Wojciechowski, Mba Thomas Jefferson Student Athlete Alumni
View

Employees by Management Level

Individual contributor 4 profiles
Director 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Operations 1 1 1
General 1 1 1
Finance 1 1 0
Executive 1 1 0

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