White Rose Wealth Management

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

2200 S George St Ste W2, York, Pennsylva...

Phone Number

(717) 747-1668

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About White Rose Wealth Management

White Rose Wealth Management provides comprehensive financial planning and wealth advisory services to clients in York, PA, and surrounding areas. The firm focuses on creating personalized financial strategies that align with individual goals and values, ensuring clients are on track to achieve their financial milestones. With over 70 years of combined experience, their team is dedicated to offering genuine guidance and support throughout the financial journey. They cater to a diverse clientele, emphasizing trust and a goals-based approach to financial well-being.Explore more
White Rose Wealth Management's Social MediaPopular SearchesWhite Rose Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

White Rose Wealth Management Org Chart

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Financial Planner

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Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

White Rose Wealth Managem...

<$5M
11-50
Private
-
2020
AT
Aaron TrinhFinancial Planner
$6.9M
11-50
Private
-
-
VT
Vance TalbotManager, Operations & Advisor
<$5M
11-50
Private
-
-
TM
Timothy MangusManager, Wealth
<$5M
1-10
Private
-
-
ML
Mary LeccaChief Compliance Officer
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
MN
Michael NiewiadomskiCertified Financial Planner & Wealth Associate
<$5M
11-50
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

White Rose Wealth Management Tech Stack

A closer look at the technologies used by White Rose Wealth Management

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Frequently Asked Questions Regarding White Rose Wealth Management

What is White Rose Wealth Management's official website?
White Rose Wealth Management's official website is www.whiterosewealth.com
What is White Rose Wealth Management's Revenue?
White Rose Wealth Management's revenue is <$5 Million
What is White Rose Wealth Management's SIC code?
White Rose Wealth Management's SIC: 62,628
What is White Rose Wealth Management's NAICS code?
White Rose Wealth Management's NAICS: 52,523
How many employees does White Rose Wealth Management have?
White Rose Wealth Management has 11-50 employees
What industry does White Rose Wealth Management belong to?
White Rose Wealth Management is in the industry of: Finance, Securities Trading
What is White Rose Wealth Management competition?
White Rose Wealth Management top competitors include: DuCharme Wealth Advisors, Insignia Wealth Advisory ADV, Sierra Pacific Wealth Advisory Group, Argonautica Private Wealth Management
What technology does White Rose Wealth Management use?
Some of the popular technologies that White Rose Wealth Management uses are: Microsoft 365, Google Tag Manager, Google Global Site Tag, Webflow
How do I contact White Rose Wealth Management?
White Rose Wealth Management contact info: Phone number: (717) 747-1668 Website: www.whiterosewealth.com
What does White Rose Wealth Management do?

White Rose Wealth Management provides comprehensive financial planning and wealth advisory services to clients in York, PA, and surrounding areas. The firm focuses on creating personalized financial strategies that align with individual goals and values, ensuring clients are on track to achieve their financial milestones. With over 70 years of comb... ined experience, their team is dedicated to offering genuine guidance and support throughout the financial journey. They cater to a diverse clientele, emphasizing trust and a goals-based approach to financial well-being.Read More

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

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