345 Wealth Management
345 isn’t just our name, it’s our straightforward process, and the comprehensive plans that help empower our clients to build personalized strategies today, designed to allow them to cross the bridge to financial security into tomorrow We Provide: guidance and comprehensive planning around the three most important phases of your life: Accumulation, Distribution, and Transfer of assets We Utilize: multiple risk transfer strategies within our clients’ portfolios We Create: tax efficiencies in all aspects of the retirement planning process Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. 345 Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE 4889071.3 (9/24)(Exp.9/28)
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Verified contacts
11
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
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Distinct roles
9
indexed titles
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- BT
Brendan Turelli
Financial Planner · Finance & Accounting
EmailPhone - KM
Kevin M. Ferm
Retirement Planning Specialist · Finance & Accounting
EmailPhone - BS
Brady Schneider
Chief Operations Officer · Operations
EmailPhone - DJ
Dillan J Micus
Owner & CEO · Other
EmailPhone - PK
Patrick Kearns
President & Co-founder · General Business & Management
EmailPhone - LR
Lamarr Rogers
Financial Advisor · Finance & Accounting
EmailPhone - AG
Alison Grefsheim
Chief of Staff · General Business & Management
EmailPhone - SR
Samantha Rohe
Epic International · Other
EmailPhone
Showing 8 of 11 verified contacts
Top roles at 345 Wealth Management
9 distinct titles indexed · top 9 shown.
- 1chief of staff
- 1chief operations officer
- 1epic international
- 1financial advisor
- 1financial planner
- 1owner & ceo
- 1president & co-founder
- 1retirement planning specialist
- 1volleyball coach
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