Boardwalk Financial Strategies
Investment Management, 3215 Golf Rd, Delafield, Wisconsin, 53018, United States, 1-10 Employees
Phone Number: 26********
Who is BOARDWALK FINANCIAL STRATEGIES
Boardwalk Financial Strategies delivers a unique combination of wealth management services for families, individuals, and business owners with $1+ million in investable assets. Through in...
Read More
-
Headquarters: 3215 Golf Rd, Delafield, Wisconsin, 53018, United States
-
Date Founded: 2012
-
Employees: 1-10
-
Revenue: Under $1 Million
-
Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6282
Does something look wrong? Fix it. | View contact records from BOARDWALK FINANCIAL STRATEGIES
Boardwalk Financial Strategies Org Chart and Mapping
Email
Phone
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Frequently Asked Questions Regarding Boardwalk Financial Strategies
Answer: Boardwalk Financial Strategies's headquarters are located at 3215 Golf Rd, Delafield, Wisconsin, 53018, United States
Answer: Boardwalk Financial Strategies's phone number is 26********
Answer: Boardwalk Financial Strategies's official website is https://boardwalk-fs.com
Answer: Boardwalk Financial Strategies's revenue is Under $1 Million
Answer: Boardwalk Financial Strategies's SIC: 6282
Answer: Boardwalk Financial Strategies has 1-10 employees
Answer: Boardwalk Financial Strategies is in Investment Management
Answer: Boardwalk Financial Strategies contact info: Phone number: 26******** Website: https://boardwalk-fs.com
Answer: Boardwalk Financial Strategies delivers a unique combination of wealth management services for families, individuals, and business owners with $1+ million in investable assets. Through integrated financial planning, conflict?free advice, and high?touch service, Boardwalk simplifies the complex and provides peace of mind. Boardwalk Financial Strategies was founded in 2012 by Michael Rodenbaugh. Mike realized there was a real need for individuals with $1+ million of assets to have access to quality advice and investments with no conflicts of interest, a transparent fee arrangement, and no sales pressure. As a Registered Investment Adviser (RIA), Boardwalk Financial Strategies is held to a fiduciary standard of care which requires us to act in the best interest of our clients at all times. The firm is free from the conflicts of interest that plague the industry and that might incent an investment adviserconsciously or unconsciouslyto render advice that is not in the best interest of clients. Boardwalk Financial Strategies delivers comprehensive financial planning services and institutional quality investment strategies with a highly personal touch. Backed by the depth of knowledge gained from years of experience working with wealthy individuals and the pursuit of highly regarded financial certifications, the firm stands ready to make a positive impact on your life. We will work with you to build your path towards financial success. I am committed to helping my clients reach their financial and lifestyle goals, and I am passionate about the educational component of wealth management. I want my clients to understand exactly what is going on in their financial world, and to be comfortable and confident that the decisions we are making are leading them to reach their goals." -Mike Rodenbaugh
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Sign in to CIENCE GO Data to uncover contact details
Free credits every month