CARE Private Wealth
Company

CARE Private Wealth

Financial Services 275 Grove Street 6 employees
Employees
6
Contacts
2
Emails
2
Phones
1

CARE Private Wealth Overview

Headquarters
275 Grove Street
Industry
Financial Services
Employees
6
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About CARE Private Wealth

CARE Private Wealth, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. We believe it is essential for advisors to be affiliated with a financially sound organization that provides an open investment platform. We focus on helping advisors be independent but also make sure they know and feel that they are not alone. Our founding partners combined have over 80 years of industry and leadership experience. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com CARE Private Wealth and the above firms are independent and non-affiliated. IMPORTANT: Electronic mail sent through the Internet is neither secure nor assured to be delivered on a timely basis. We strongly recommend that you do not send confidential personal information, such as social security numbers or account numbers, to us via electronic mail. Do not send time-sensitive or action-oriented messages to us via electronic mail. Unsolicited instructions to “buy” or “sell” a security or to conduct any other financial transaction may not be honored.

CARE Private Wealth Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

CARE Private Wealth Org Chart

Sample employees and titles
Name Title Contact
Keith Fredrickson, Cfp®, Crpc™ Senior VP / Wealth Planner at Care
View
David Shnitzer Managing Partner at Care Private Wealth
Email
Frank Teodosio Managing Partner at Care Private Wealth
Email Phone
Alison Vento, Chfc®, Crpc™, Wmcp® Financial Advisor @ Care Private Wealth
View

Employees by Management Level

Individual contributor 3 profiles
VP / Head 1 profile

Compare Similar Companies to CARE Private Wealth