Innovative Wealth Managers
Company

Innovative Wealth Managers

Financial Services Suffield, Connecticut, United States 5 employees
Employees
5
Contacts
1
Emails
1
Phones
1

Innovative Wealth Managers Overview

Headquarters
Suffield, Connecticut, United States
Industry
Financial Services
Employees
5
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Innovative Wealth Managers

Creative planning for a lifetime. At Innovative Wealth Managers we are committed to providing quality comprehensive financial planning and active portfolio management to individual investors, business owners, foundations and other institutions. We use a sophisticated range of strategies that we custom design specific to your needs. Wherever your journey may take you, we are here to help you navigate the challenging decisions you face along the way. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Innovative Wealth Managers, 41 Mountain Rd, Suffield, CT 06078, Phone: (860) 386-8550. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, ME, MA, MI, NJ, NY, NC, OH, PA, SC, TN, TX, VT, VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Innovative Wealth Managers Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage
Phone contacts
1
33.3% coverage

Innovative Wealth Managers Org Chart

Sample employees and titles
Name Title Contact
Anthony Migliozzi Managing Partner at Innovative Wealth
Email Phone
Julia Eggleston Client Relationship Manager
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Jodi Giustina Administrative Assistant at Innovative
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Employees by Management Level

Manager 1 profile
Individual contributor 1 profile
Associate / junior 1 profile

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