Dynamic Wealth Strategies, Inc.
Financial Services
199 Water Street
5 employees
- Employees
- 5
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Dynamic Wealth Strategies, Inc. Overview
- Headquarters
- 199 Water Street
- Website
- dynamicwealthinc.com
- Industry
- Financial Services
- Employees
- 5
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Dynamic Wealth Strategies, Inc.
Come on in and see what it’s like to work with people just like you. We created Dynamic Wealth Strategies, Inc. as an exciting, approachable and like-minded alternative to your typical firm: *We actively seek to engage to broad range of people in our community. *We offer a diverse range of solutions which allows us to independently develop the types of financial plans our clients want and need. *We ensure we have the time for clients to fully engage with us about their needs – and our engagement extends beyond just the time we spending together during appointments. *We embrace new technologies for communication and community. *We value authenticity. Securities and advisory services offered through Madison Avenue Securities, LLC (“MAS”), MemberFINRA/SIPC and a Registered Investment Advisor. Dynamic Wealth Strategies and MAS are unaffiliated entities.
Dynamic Wealth Strategies, Inc. Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 2
- 66.7% coverage
Dynamic Wealth Strategies, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Julie Chapman | Processing Director | Plano, Texas, United States |
Email
Phone
|
| Charlotte Breuer | Wealth Advisor for Union Workers💰🔒 | Orlando, Florida, United States |
View
|
| Adam Tau | Co-founder, Investment Adviser | New York City Metropolitan Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 1 |
| Executive | 1 | 1 | 1 |
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