Lee Stoerzinger Wealth Management
Financial Services
Oakdale, Minnesota, United States
7 employees
- Employees
- 7
- Contacts
- 2
- Emails
- 2
Lee Stoerzinger Wealth Management Overview
- Headquarters
- Oakdale, Minnesota, United States
- Phone Number
- Available in AeroLeads
- Website
- leestoerzinger.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 1993
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Lee Stoerzinger Wealth Management
Since 1993, Lee Stoerzinger Wealth Management has been helping individuals and families plan for what matters most. Through the unique approach of merging personal values with financial goals, Lee and his team create customized wealth management solutions that are meaningful, comprehensive and designed for optimization. Our pride and success derive from our trusted relationships, best-in-class processes, and our unwavering commitment to helping clients realize their life and legacy goals. Our expertise is in helping clients identify and understand how the pieces of their financial lives fit together. In working with our firm, clients take part in a clear planning process which includes defining objectives and expectations, monitoring for changes, and most importantly, measuring results in a way which apply directly to their life. Visit our Website at: www.leestoerzinger.com
Lee Stoerzinger Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Lee Stoerzinger Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Nicole Ford | Director of Operations at Lee | St Paul, Minnesota, United States |
Email
|
| Suzanna Coelho | Client Services | St Paul, Minnesota, United States |
Email
|
| Evan Tomaro | Holistic Health Enthusiast | St Paul, Minnesota, United States |
View
|
| Lee Stoerzinger Cfp® President at Lee Stoerzinger Wealth Management | Financial Planning - Asset Management |
View
|
Employees by Management Level
Individual contributor
3 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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