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
- Website
- www.innvwealth.com
- Industry
- Financial Services
- Employees
- 5
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Anthony Migliozzi | Managing Partner at Innovative Wealth | Greater Hartford, United States |
Email
Phone
|
| Julia Eggleston | Client Relationship Manager | United States |
View
|
| 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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