Strategic Wealth Specialists

Strategic Wealth Specialists

Financial Services United States 63 employees ABOVE
Employees
63
Contacts
2
Emails
2

Strategic Wealth Specialists Overview

Headquarters
United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
63
Founded
2012
Stock Symbol
ABOVE
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Strategic Wealth Specialists

We are a financial firm that provides "light and truth" in the community for personal and business finances. Using The Living Balance Sheet®, we assist our clients in building long term financial independence. Our most important job is providing financial security and an abundant life for those we serve. Strategic Wealth Specialists, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 3664 Coolidge Ct. Tallahassee, FL 32311, ph# 850.562.9075. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY.© Copyright 2005-2023 Guardian 2023-155102 Exp 5/25

Strategic Wealth Specialists Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Strategic Wealth Specialists Org Chart

Sample employees and titles
Name Title Contact
Tim Heath Helping People Design and Build Great
Email
Kallie Woodruff Passionate About Delivering Top-level
View
Alvin West, Ii, Dba Director, Transcend Holistic Wellness
View
Stephen Michael Jones Project Manager Tiny House Life Space
Email

Employees by Management Level

Individual contributor 13 profiles
Director 4 profiles
Executive 1 profile
Manager 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 2
Finance 2 2 0
Sales 1 1 1
General 1 1 0

Strategic Wealth Specialists Tech Stack

Cloud / infrastructure 1 profile
Product / design 1 profile

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