Villines Wealth Management

Finance · Oklahoma, United States · 11-50 Employees

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Overview

Headquarters

5800 E Skelly Dr Ste 603, Tulsa, Oklahom...

Phone Number

(918) 877-9099

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Villines Wealth Management

Villines Wealth Management provides personalized financial services aimed at helping individuals navigate their unique challenges in preparing for retirement. Their offerings include tailored investment strategies, estate planning, insurance, and tax services, all designed to align with clients' long-term goals. The firm emphasizes trust, honesty, and integrity in building long-term relationships with clients. With a team of experienced professionals, they focus on understanding clients' personal situations and risk tolerances to create effective financial roadmaps.Explore more
Villines Wealth Management's Social MediaPopular SearchesVillines Wealth Management LLCvillineswealth.comSIC Code 62,628NAICS Code 52,523Show more

Villines Wealth Management Org Chart

PhoneEmail
LH
United States flag for contact location.

Financial Services Coordinator

PhoneEmail
PC
United States flag for contact location.

Financial Services Associate

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Villines Wealth Managemen...

<$5M
11-50
Private
-
-
LH
Leann HuneycuttFinancial Services Coordinator
<$5M
11-50
Private
-
2011
CC
Carole CircelliClient Relationship Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2021
AH
Alex HaggertyFinancial Advisor
<$5M
1-10
Private
-
2013
AC
A.J. CamlinWealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
EL
Ellen LaddFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Villines Wealth Management Tech Stack

A closer look at the technologies used by Villines Wealth Management

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Frequently Asked Questions Regarding Villines Wealth Management

What is Villines Wealth Management's official website?
Villines Wealth Management's official website is www.villineswealth.com
What is Villines Wealth Management's Revenue?
Villines Wealth Management's revenue is <$5 Million
What is Villines Wealth Management's SIC code?
Villines Wealth Management's SIC: 62,628
What is Villines Wealth Management's NAICS code?
Villines Wealth Management's NAICS: 52,523
How many employees does Villines Wealth Management have?
Villines Wealth Management has 11-50 employees
What industry does Villines Wealth Management belong to?
Villines Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Villines Wealth Management competition?
Villines Wealth Management top competitors include: RocMor Financial Services, Ellen Ladd, EA, dinifs.com, Haggerty Financial
What technology does Villines Wealth Management use?
Some of the popular technologies that Villines Wealth Management uses are: Cloudflare Website Optimization, AppRiver, Datadog, Google Tag Manager
How do I contact Villines Wealth Management?
Villines Wealth Management contact info: Phone number: (918) 877-9099 Website: www.villineswealth.com
What does Villines Wealth Management do?

Villines Wealth Management provides personalized financial services aimed at helping individuals navigate their unique challenges in preparing for retirement. Their offerings include tailored investment strategies, estate planning, insurance, and tax services, all designed to align with clients' long-term goals. The firm emphasizes trust, honesty,... and integrity in building long-term relationships with clients. With a team of experienced professionals, they focus on understanding clients' personal situations and risk tolerances to create effective financial roadmaps.Read More

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

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