DBJ Wealth Management
Company

DBJ Wealth Management

Financial Services New Hartford, Ny, United States 10 employees
Employees
10

DBJ Wealth Management Overview

Headquarters
New Hartford, Ny, United States
Industry
Financial Services
Employees
10
Founded
1998
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About DBJ Wealth Management

We are driven by our mission of helping people make smart decisions with money. Grounded in our values of family, integrity, freedom, excellence, and charity we are a destination for those seeking quality advice for their financial well-being. Our clients view us as an important part of their life and are thankful for our relationship. Our team is the face of the firm as our clients seek advice from our collective group. We work together to achieve results for clients and personal freedom for our associates. We are guided by the compass and not the clock. Our firm has people and process that ensures continuity for generations. Daniel B. Jones Founder & CEO

DBJ Wealth Management Contact Details

People in AeroLeads
4

DBJ Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Melissa A. Little
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Denise Cassidy, Clf Director at Dbj Wealth Management
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Rob Slivinski Financial Planning Assistant at Dbj
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Aaliya Chougule Attended Grant Medical College & Sir Jj
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Employees by Management Level

Director 1 profile
Individual contributor 1 profile
Associate / junior 1 profile

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