Traust Sollus Wealth Management
Financial Services
103 Carnegie Center
9 employees
- Employees
- 9
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Traust Sollus Wealth Management Overview
- Headquarters
- 103 Carnegie Center
- Phone Number
- Available in AeroLeads
- Website
- tswealth.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 1983
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Traust Sollus Wealth Management
Perhaps the most important decision you will make in the future is the choice of an exceptional wealth advisor. Someone who appreciates everything you have done to arrive where you are now. Someone who listens to your goals and dreams, and helps you plan to make them a reality. Traust Sollus is an exclusive wealth management firm, delivering exceptional financial advice on Personal Financial Planning, Investing, Tax Planning and Preparation, Retirement Planning and Business Consulting to a select group of loyal clients. One of the pivotal points that makes us unique is our steadfast client focus – putting you and your goals first, and creating plans and investment portfolios that reflect your personal expectations.
Traust Sollus Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Traust Sollus Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Laura M. Carrasco | Tax Manager at Mercer Advisors |
View
|
|
| Ron Critelli | Manager Finance & Operation at Mercer | Princeton, New Jersey, United States |
Email
Phone
|
| Barry Newman | Tax Planning and Preparation for High | New York, United States |
Email
|
| Gilbert A. Zimmerman, Jr. Jd | Managing Director at Traust Sollus | Morristown, New Jersey, United States |
Email
Phone
|
Employees by Management Level
Manager
2 profiles
Individual contributor
2 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
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