Verified email-pattern data for Quorum Private Wealth is currently limited. You can still use the company insights and contact sections below.
Quorum Private Wealth was founded in 2021 by Mike Barry, Kelly Milligan, Sue Mazzetti and Melissa Yue. With a combined experience in wealth management exceeding 75 years, our team members have been committed to continual improvement, earning multiple industry credentials. Mike and Kelly are Certified 401(k) Professionals. Kelly and Sue are Certified Retirement Planning Counselors. Mike is also a Certified Investment Management Analyst® and a Defined Contribution Investment Consultant. Kelly is also a Certified Private Wealth Advisor®. Melissa is also a CERTIFIED FINANCIAL PLANNER™.
With our extensive experience and knowledge, we committed to guiding our clients with objective advice, financial planning and comprehensive solutions that give simplify financial challenges and provide true peace of mind.
In addition to serving as an advocate for our clients, we act as their financial sounding board, collaborating with them and their other trusted advisors, on any topic – from investments and insurance to estate planning and taxes. We are the first call when a decision needs to be made that will have any type of financial impact. Clients see us as their team – their Quorum.
As an independent firm, we have the freedom, flexibility and control to serve only our clients’ best interests. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor.
If you’re looking for a wealth advisory team who will take a proactive role in organizing, simplifying, and optimizing solutions for the challenges of your financial situation, please call on us today.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 345 Hartz Ave, Danville,california 94526,united States
- Industry
- Financial Services
- Website
- https://quorumpw.com/
- Keywords
- Danville.
- HQ
- Danville, California
Quorum Private Wealth Questions
Quorum Private Wealth's website is https://quorumpw.com/
Quorum Private Wealth's LinkedIn profile is https://www.linkedin.com/company/quorumpw
Quorum Private Wealth has
9 employees.
View email and phone details for 9
employees at Quorum Private Wealth.
Quorum Private Wealth's industry is
Financial Services
Quorum Private Wealth's top competitors are
Bowersock Capital Partners,
Cedar Gap Wealth Management,
Slk Private Wealth,
Ausperity Private Wealth,
Evans May Wealth,
Sanctuary Wealth,
Morling Financial Advisors,
Wealth Architects, Llc,
Cooke Financial Group,
Chappell Wealth Management.
Quorum Private Wealth's categories are Financial Services
Quorum Private Wealth's founding year is 2021
Explore related pages
Related company profiles:
Top Quorum Private Wealth Employees
-
Dylan O'Shea, CFP®
Helping Folks Organize And Optimize Their Financial Planning | Cfp® | Teach For America Alum | Soccer Enthusiast
New York City Metropolitan Area, United States -
Mike Barry, CIMA®
Managing Partner At Quorum Private Wealth
Danville, California, United States, United States -
Kelly Milligan, CPWA®, CRPC®, C(k)P®, CPFA
Managing Partner At Quorum Private Wealth
San Francisco Bay Area, United States5ml.com, hotmail.com, aol.com, ix.netcom.com, updates.ml.com6 +192528XXXXX
-
Melissa Yue, CFP®
Partner At Quorum Private Wealth
Danville, California, United States, United States2ml.com, gmail.com2 +192569XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Aero Online
Your AI prospecting assistant
Select data to include:
Total price:
$0.00
0 records × $0.02 per record
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 10 free credits.
Search the #1 Contact Database
Get contact details of over 750M+ profiles across 60M companies – all with industry-leading accuracy. Sales Navigator and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.