WeberMessick Wealth Management
Financial Services
Baltimore, Md, United States
13 employees
- Employees
- 13
- Contacts
- 4
- Emails
- 4
- Phones
- 2
WeberMessick Wealth Management Overview
- Headquarters
- Baltimore, Md, United States
- Phone Number
- Available in AeroLeads
- Website
- webermessick.com
- Industry
- Financial Services
- Employees
- 13
- Founded
- 1994
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About WeberMessick Wealth Management
As dedicated independent financial advisors, WeberMessick Wealth Management places your financial goals at the forefront of our agenda. By seamlessly integrating our tax expertise with a well-rounded approach, we bring a comprehensive perspective to your financial landscape. Our holistic wealth management services encompass estate planning, investment management, financial planning, risk management, and tax planning, ensuring a thorough and personalized approach to meet your needs. In our commitment to excellence, we have chosen to align with LPL Financial, a renowned and publicly traded company and one of the largest independent broker/dealers in the industry. With over 30 years of experience, LPL Financial oversees more than 7 million client accounts, boasting assets custodied at over $1 trillion. Our affiliation with LPL Financial is rooted in its robust technology, unwavering security measures, and long-term stability, providing both our financial professionals and clients with confidence that their accounts are entrusted to capable hands.
WeberMessick Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
WeberMessick Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Robert Kollra, Cpa/pfs | Partner at Webermessick | Abingdon, Maryland, United States |
Email
|
| Ryan Letke, Cpa | Partner at Webermessick | Harford County, Maryland, United States |
Email
|
| Brian Messick, Cpa, Cfp® | Wealth Advisor / Co-founder Webermessick | St Petersburg, Florida, United States |
Email
Phone
|
| Michael Weber | Wealth Advisor / Co-founder Webermessick | Baltimore City County, Maryland, United States |
Email
Phone
|
Employees by Management Level
Executive
2 profiles
Individual contributor
2 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 1 |
| Executive | 1 | 1 | 0 |
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