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Rea Wealth Management is a wealth management organization that believes in the power of planning now for what lies ahead. Whether you're just getting started or planning for retirement, we help you make sound financial decisions at every stage of your life.
Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Additional Advisory services through Rea Wealth Management, a Registered Investment Adviser and Fixed Insurance products and services are separate from and not offered through Commonwealth. Rea Wealth Management, 419 West High Avenue, New Philadelphia, OH 44663-0309. 330-308-9707. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
The advisors at Rea Wealth Management develop, implement, and monitor customized financial plans designed to help affluent individuals and families pursue their financial goals.
Open for more than 25 years of business, with 5 offices, and a staff with over 395 years of combined financial services industry experience, Rea Wealth Management is honored to be a significant partner helping clients protect existing assets and successfully pursue financial goals.
In addition to our client relationships, we are a valued partner and destination for those financial professionals looking for a committed team of operational leadership to organize, simplify and help you do what you do best.
Company Details
- Employees
- 20
- Founded
- -
- Address
- 419 West High Avenue, New Philadelphia,oh 44663,united States
- Industry
- Investment Management
- Website
- https://www.reawealth.com/
- Keywords
- Retirement Planning, Retirement Plan Consulting, Financial Planning, Charitable Giving, Estate Planning, Risk Management, Tax Loss Harvesting, Generational Wealth, College Funding, 529 Plans, IRAs, Roth IRAs, Simple IRAs, Life Insurance, Disability Insurance, Long-term Care, HSAs, SEP IRAs, Business Succession, Exchange-Traded Funds ETF's.
- HQ
- New Philadelphia, OH
Rea Wealth Management Questions
Rea Wealth Management's website is https://www.reawealth.com/
Rea Wealth Management's LinkedIn profile is https://www.linkedin.com/company/reawealth
Rea Wealth Management has
20 employees.
View email and phone details for 20
employees at Rea Wealth Management.
Rea Wealth Management's industry is
Investment Management
Rea Wealth Management's top competitors are
Rea,
Abel Financial Strategies,
Plante Moran,
Main Line Capital Solutions,
Fulton Equity,
Alternative Investment Specialists, Llc,
Ward & Connolly,
Baird,
Trinity Financial Advisors Llc,
Pg Financial Partners.
Rea Wealth Management's categories are Investment Management
Rea Wealth Management's founding year is 1996
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Top Rea Wealth Management Employees
-
Thomas Schrock
Advisor At Rea Wealth Management.
Westlake, Ohio, United States, United States3maiwealth.com, maiwealth.com, invp.com3 +121692XXXXX
-
Doug Feller
Cfa, Cfp® - Rea Wealth Management
Dublin, Ohio, United States, United States3gmail.com, gmail.com, invp.com1 330-308XXXXX
-
Felicie Henson
Client Relationship Consultant
Broussard, Louisiana, United States, United States2cox.net, morganstanley.com -
Piotr Stefanowski
n/a
Warsaw, Mazowieckie, Poland, Poland1i-p.com.pl
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