At the Wealth Optimization Network, LLC, James M. Honaker, CERTIFIED FINANCIAL PLANNER โข practitioner, associates and staff serve as client advocates. We take each familyโs completely unique concern, situation & need to heart.
Our Mission is to reach out to all families & business owners to understand, assist, educate & guide with care and compassion relative to each specific need and concern. By providing a full cross disciplinary complement of our Financial Planning, Wealth Management, Individual & Group Products Division teams and resources, we cultivate a planner-client relationship in which everyone shall have a mutually beneficial experience through a holistic, comprehensive Wealth Management and Asset Protection Planning Process.
Securities and investment advisory services offered through ๐ข๐๐ฎ๐ถ๐ฐ ๐ช๐ฒ๐ฎ๐น๐๐ต, ๐๐ป๐ฐ. member FINRA/SIPC. ๐ข๐๐ฎ๐ถ๐ฐ ๐ช๐ฒ๐ฎ๐น๐๐ต is separately owned and other entities and/or marketing names, products or services referenced here are independent of ๐ข๐๐ฎ๐ถ๐ฐ ๐ช๐ฒ๐ฎ๐น๐๐ต.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 6631 Main St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Product Implementation, Wealth Management, Business Owner Exit Planning Strategies, Family Wealth Planning, Education Planning, Group Insurance, Individual Insurance.
- HQ
- Buffalo, New York
- Competitors
- Mollot & Hardy, Inc. Wealth Advisors, Wealth Coach Of Kentucky, dba Larry E. Botts & Associates, Digital Scope, Terese Kelly Investment Group, Macro Roundup, Wealth Advisors of Tampa Bay, Wealth Advisor Growth Network, UB Venture Capital & Private Equity, Northwestern Mutual, Schenectady Jewish Community Center Org..
Wealth Optimization Network, Llc Questions
Wealth Optimization Network, Llc's LinkedIn profile is https://www.linkedin.com/company/wealth-optimization-network-llc
Wealth Optimization Network, Llc has
6 employees.
View email and phone details for 6
employees at Wealth Optimization Network, Llc.
Wealth Optimization Network, Llc's industry is
Financial Services
Wealth Optimization Network, Llc's top competitors are
Mollot & Hardy, Inc. Wealth Advisors,
Wealth Coach Of Kentucky, Dba Larry E. Botts & Associates,
Digital Scope,
Terese Kelly Investment Group,
Macro Roundup,
Wealth Advisors Of Tampa Bay,
Wealth Advisor Growth Network,
Ub Venture Capital & Private Equity,
Northwestern Mutual,
Schenectady Jewish Community Center Org..
Wealth Optimization Network, Llc's categories are Financial Services
Wealth Optimization Network, Llc's founding year is 1989
