Eves&Haines Wealth Management

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

4627 W 20th Street Rd Ste B, Greeley, Co...

Phone Number

(970) 616-0727

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
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About Eves&Haines Wealth Management

Eves & Haines Wealth Management is a financial services firm based in Greeley, CO, specializing in personalized investment strategies and comprehensive financial planning. Their services include retirement planning, tax-advantaged strategies, portfolio design, and life insurance, aimed at helping clients optimize their wealth. The firm prides itself on transparent fees, a conflict-free approach, and a commitment to honest communication with clients. With over 16 years of combined experience, their team of registered investment advisors is dedicated to providing tailored financial solutions for individuals seeking to improve their financial well-being.Explore more
Eves&Haines Wealth Management's Social MediaPopular SearchesEves&Haines Wealth Management IncEves & Haines Wealth managementEves&Haines Wealth ManagementEves & Haines Wealth Management IncEves and Haines Wealth Management - Greeley CoSIC Code 62,628NAICS Code 52,523Show more

Eves&Haines Wealth Management Org Chart

PhoneEmail
GH
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Co-Owner, Principal

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Eves&Haines Wealth Manage...

<$5M
1-10
Private
-
2014
GH
Glenda HainesCo-Owner, Principal
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
$5M
11-50
Private
-
-
JM
Jessica Mills youngerSenior Registered Associate
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2019
BS
Benjamin SillmonDirector and Partner
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2020
SM
Stephanie McClennySenior Registered Client Associate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Eves&Haines Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Eves&Haines Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Eves&Haines Wealth Management.

Eves&Haines Wealth Management Tech Stack

A closer look at the technologies used by Eves&Haines Wealth Management

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Frequently Asked Questions Regarding Eves&Haines Wealth Management

What is Eves&Haines Wealth Management's official website?
Eves&Haines Wealth Management's official website is www.eveshaines.com
What is Eves&Haines Wealth Management's Revenue?
Eves&Haines Wealth Management's revenue is <$5 Million
What is Eves&Haines Wealth Management's SIC code?
Eves&Haines Wealth Management's SIC: 62,628
What is Eves&Haines Wealth Management's NAICS code?
Eves&Haines Wealth Management's NAICS: 52,523
How many employees does Eves&Haines Wealth Management have?
Eves&Haines Wealth Management has 1-10 employees
What industry does Eves&Haines Wealth Management belong to?
Eves&Haines Wealth Management is in the industry of: Finance, Securities Trading
What is Eves&Haines Wealth Management competition?
Eves&Haines Wealth Management top competitors include: River Hills Wealth Management, SCO Wealth Management, Campbell Morrison Wealth Management, Copper Canyon Wealth Management
What technology does Eves&Haines Wealth Management use?
Some of the popular technologies that Eves&Haines Wealth Management uses are: WordPress.org, Eploy, Engage ATS, Google Font API
How do I contact Eves&Haines Wealth Management?
Eves&Haines Wealth Management contact info: Phone number: (970) 616-0727 Website: www.eveshaines.com
What does Eves&Haines Wealth Management do?

Eves & Haines Wealth Management is a financial services firm based in Greeley, CO, specializing in personalized investment strategies and comprehensive financial planning. Their services include retirement planning, tax-advantaged strategies, portfolio design, and life insurance, aimed at helping clients optimize their wealth. The firm prides itsel... f on transparent fees, a conflict-free approach, and a commitment to honest communication with clients. With over 16 years of combined experience, their team of registered investment advisors is dedicated to providing tailored financial solutions for individuals seeking to improve their financial well-being.Read More

What are Eves&Haines Wealth Management social media links?
Eves&Haines Wealth Management Linkedin page Eves&Haines Wealth Management Facebook page
Is Eves&Haines Wealth Management a public company?
Eves&Haines Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Eves&Haines Wealth Management

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