Salmon Creek Wealth Management
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
637b Avoca Farm Rd, Merry Hill, North Ca...Phone Number
(252) 415-1411Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
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1
About Salmon Creek Wealth Management
Salmon Creek Wealth Management is a husband and wife team, Lisa and Tom Roll, providing personalized investment counsel and comprehensive wealth management services to individual investors. With over 40 years of combined experience, they focus on helping clients achieve their financial goals through tailored advice and clear communication. They are Chartered Retirement Planning Counselors and Fundamental Choice Portfolio Managers, emphasizing a personal touch in their client relationships. Their services include access to various investment products, financial calculators, and educational videos on key financial concepts.Explore more
Salmon Creek Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Salmon Creek Wealth Manag...
<$5M
1-10
Private
-
2022
TR
Thomas RollChartered Retirement Planning Counselor and Fundamental Choice Portfolio Manager
<$5M
1-10
Private
-
2019
LM
Leyder MurilloFounder & Managing Director & Independent Fee-Only Financial Advisor
Company Profile Activity
Activity Insights
Salmon Creek Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Salmon Creek Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Salmon Creek Wealth Management.
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Frequently Asked Questions Regarding Salmon Creek Wealth Management
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Salmon Creek Wealth Management is a husband and wife team, Lisa and Tom Roll, providing personalized investment counsel and comprehensive wealth management services to individual investors. With over 40 years of combined experience, they focus on helping clients achieve their financial goals through tailored advice and clear communication. They are... Read More
