Wealth Optimization Network, LLC
Financial Services
6631 Main St
6 employees
- Employees
- 6
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Wealth Optimization Network, LLC Overview
- Headquarters
- 6631 Main St
- Industry
- Financial Services
- Employees
- 6
- Founded
- 1989
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wealth Optimization Network, LLC
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.
Wealth Optimization Network, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Wealth Optimization Network, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kevin Jewett | Risk Management at Wealth Optimization Network Lets Chat! | Buffalo, New York, United States |
Email
Phone
|
| Amy Laettner | Concierge Client Service Solutions and Marketing Specialist, Wealth Optimization Network, Llc | Buffalo, New York, United States |
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|
| Jonathan Vandette | Operations at Won Financial | Clarence, New York, United States |
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|
| Nicholas Wolanyk | Wealth Management Specialist at Wealth Optimization Network, Llc - Holistic Planning for High-net-worth Individuals & Business Owners - Complex | Buffalo-niagara Falls Area, United States |
Email
|
Employees by Management Level
Individual contributor
4 profiles
Wealth Optimization Network, LLC Tech Stack
Cloud / infrastructure
3 profiles
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