Finer Wealth Management
Fully Integrated Wealth Management firm catering to families, entrepreneurs, executives, individuals that appreciate a high level of financial services delivered with a personal touch. Our services include Investments, Tax, Financial Planning, and Wealth Management.
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Verified contacts
7
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
103
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- MF
Michael Finer
Wealth Manager, Financial Planner, Investment Advisor · Other
EmailPhone - BY
Barbara Yasi
Customer Experience Manager · Customer/Client Service
EmailPhone - LK
Lorna Kerner
Manager · General Business & Management
EmailPhone - AC
Ashley Coburn
Client Service Specialist · Customer/Client Service
EmailPhone
Showing 4 of 7 verified contacts
Top roles at Finer Wealth Management
6 distinct titles indexed · top 6 shown.
- 1client service specialist
- 1customer experience manager
- 1intern
- 1manager
- 1wealth management intern
- 1wealth manager, financial planner, investment advisor
Sign up to unlock all 7 contacts at Finer Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Finer Wealth Management
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