Delta Wealth Advisors
Financial Services
350 E Massachusetts Ave
23 employees
- Employees
- 23
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Delta Wealth Advisors Overview
- Headquarters
- 350 E Massachusetts Ave
- Phone Number
- Available in AeroLeads
- Website
- www.deltawealthadv.com
- Industry
- Financial Services
- Employees
- 23
- Founded
- 2017
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Delta Wealth Advisors
What’s the Key to Finding Your Financial Clarity? Collaboration. Combining the specialized services of our in-house financial planning experts and CPA, Delta Wealth Advisors addresses every angle of your financial picture from growing, protecting and preserving the wealth of your family and your business. Delta Wealth Advisors is a registered investment adviser. This platform is solely for informational purposes and does not offer advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted.
Delta Wealth Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 1
- 33.3% coverage
Delta Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kara Magsamen, Cpa | Tax Manager at Delta Wealth Advisors | Fishers, Indiana, United States |
Email
|
| Jasen Schneider | Tax Manager | Carmel, Indiana, United States |
Email
Phone
|
| Niko Finnigan, Cfa, Caia® | Partner at Delta Wealth Advisors | Hinsdale, Illinois, United States |
Email
|
Employees by Management Level
Individual contributor
5 profiles
Manager
3 profiles
Associate / junior
3 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 0 |
| Executive | 2 | 2 | 0 |
| Sales | 2 | 2 | 0 |
| Finance | 1 | 1 | 0 |
| Operations | 1 | 1 | 0 |
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