DBJ Wealth Management
Financial Services
New Hartford, Ny, United States
10 employees
- Employees
- 10
DBJ Wealth Management Overview
- Headquarters
- New Hartford, Ny, United States
- Website
- www.dbjwealthmanagement.com
- Industry
- Financial Services
- Employees
- 10
- Founded
- 1998
- NAICS
-
Finance and InsuranceMonetary 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 | Location | 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 | United States |
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| Aaliya Chougule | Attended Grant Medical College & Sir Jj | Ratnagiri, Maharashtra, India |
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Employees by Management Level
Director
1 profile
Individual contributor
1 profile
Associate / junior
1 profile
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