Gwynedd Wealth Partners
Gwynedd Wealth Partners, LLC is a Fiduciary Registered Investment Advisor practicing in Pennsylvania and Colorado. We specialize in retirement planning, 401(k) and 403(b) rollovers and investment management. We are a Certified Financial Planner. We proactively manage client accounts and believe in a "hands on approach" to money management.
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Verified contacts
3
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LinkedIn employees
2
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- JB
Jeffrey Biernat
Founder, CEO · Other
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Vivek Sharma
() · Other
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Top roles at Gwynedd Wealth Partners
3 distinct titles indexed · top 3 shown.
- 1()
- 1chief executive officer
- 1founder, ceo
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