Silverleaf Wealth Management

Silverleaf Wealth Management

Financial Services 12801 Pierce Street 22 employees
Employees
22
Contacts
4
Emails
4
Phones
3

Silverleaf Wealth Management Overview

Headquarters
12801 Pierce Street
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
22
Founded
2015
Funding
30.0M
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Silverleaf Wealth Management

At Silverleaf Wealth Management in Omaha, NE, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Gladstone Institutional Advisory, a registered investment advisor. Gladstone Institutional Advisory and Silverleaf Wealth Management are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.silverleafwealth.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Silverleaf Wealth Management Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Silverleaf Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Patty Sacco Krueger, Fpqp® Silverleaf Wealth Management
Email Phone
Ann Slater-Slechta, Msa Partner & Wealth Advisor - Silverleaf
Email Phone
Justin Gibson President at Silverleaf Wealth
Email Phone
Renee Welch Wealth Advisor at Silverleaf Wealth
Email

Employees by Management Level

Individual contributor 5 profiles
Director 2 profiles
Manager 2 profiles
Associate / junior 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 7 7 3
Executive 3 3 1
Sales 1 1 1

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