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
- Website
- strategicwealthspecialists.com
- Industry
- Financial Services
- Employees
- 63
- Founded
- 2012
- Stock Symbol
- ABOVE
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Tim Heath | Helping People Design and Build Great | Mobile, Alabama, United States |
Email
|
| Kallie Woodruff | Passionate About Delivering Top-level |
View
|
|
| Alvin West, Ii, Dba | Director, Transcend Holistic Wellness | Mobile Metropolitan Area, United States |
View
|
| Stephen Michael Jones | Project Manager Tiny House Life Space | Mobile Metropolitan Area, United States |
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 | 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
Compare Similar Companies to Strategic Wealth Specialists
UBS
Financial Services
Fidelity Investments
Financial Services
KPMG US
Financial Services
Guardian Life
Financial Services
Janney Montgomery Scott LLC
Financial Services
NSC
Staffing And Recruiting
L'Auberge Baton Rouge
Gambling Facilities And Casinos
Advantus Corp.
Manufacturing
North Florida Financial
Financial Services
All Seasons Foods
Food And Beverage Manufacturing