Penn Wealth Insurance Group
Finance · 1-10 Employees
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Overview
Phone Number
(215) 764-5931Website
pennwealthplanning.siteRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Penn Wealth Insurance Group
Penn Wealth Insurance Group is a company that operates in the Finance industry. It employs 5to9 people and has 1Mto5M of revenue.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Penn Wealth Insurance Gro...
<$5M
1-10
Private
<$5M
-
N/A
Company Profile Activity
Activity Insights
Penn Wealth Insurance Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Penn Wealth Insurance Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Penn Wealth Insurance Group.
Penn Wealth Insurance Group financials insights
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2020
Debt
$150K
Penn Wealth Insurance Group Tech Stack
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Penn Wealth Insurance Group News & Media
Lisa (Bodine) Policare Recognized in Forbes as a 2021 Best-In-State Wealth Advisor
NEW HOPE, Pa.--(BUSINESS WIRE)--Lisa (Bodine) Policare of Penn Wealth Planning was recently ranked No. 42 in Pennsylvania in the 2021 Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria. “On behalf of LPL Financial, we congratulLisa (Bodine) Policare Recognized by Forbes as a 2020 Top Wealth Advisor in Pennsylvania
NEW HOPE, Pa.--(BUSINESS WIRE)--Lisa (Bodine) Policare of Penn Wealth Planning was recently ranked No. 43 in Pennsylvania in the 2020 Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria. “This recognition is a testament to Lisa’Lisa (Bodine) Policare Recognized by FORBES on ANNUAL BEST-IN-STATE and TOP WOMEN ADVISOR Lists
NEW HOPE, Pa.--(BUSINESS WIRE)--Lisa (Bodine) Policare of Penn Wealth Planning, LLC was recently ranked No. 45 in Pennsylvania on the annual Best-In-State Wealth Advisors list and No. 206 in the nation on the Top Women Wealth Advisor list, both published by Forbes. According to Forbes, the annual lists highlight over 2,000 of the nation’s top-performing advisors, nominated by their firms and then evaluated based on a qualitative algorithm and quantitative criteria administered by SHOOK ResearchForbes Names Lisa (Bodine) Policare among America’s Top Financial Advisors
NEW HOPE, Pa.--(BUSINESS WIRE)--Lisa (Bodine) Policare, an independent financial advisor at Penn Wealth Planning in New Hope, PA, was recently recognized by Forbes as one of the 2018 Best-In-State Wealth Advisors. According to Forbes, advisors selected for the inaugural list were assessed on a variety of criteria, including years of experience, community involvement and client retention data*. “This is a huge accomplishment,” said Andy Kalbaugh, LPL managing director and divisional president, N
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Penn Wealth Insurance Group is a company that operates in the Finance industry. It employs 5to9 people and has 1Mto5M of revenue.... Read More
