Haven Wealth Group, Llc
We were founded upon the belief that personal attention is paramount to success – ours and our clients’. When you entrust us as your investment advisor, you’ll receive personalized service, clear communication, and our unwavering commitment to achieve your financial goals.
7-day free trial · no credit card
Verified contacts
12
available on Kipplo
LinkedIn employees
16
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
110
organic / mo
Sign up free to see all 12 verified contacts at Haven Wealth Group, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- MG
Marc Goldstein
Director of Sales · Sales & Business Development
EmailPhone - CH
Crissy Hebert
Portfolio Manager · Finance & Accounting
EmailPhone - AN
Allan Ngo
haven Wealth Group, Llc · Other
EmailPhone - RP
Richea Powell
President, CEO & Financial Advisor · Other
EmailPhone - GR
Groendes Rosalie
Director of Client Relations and Marketing · Customer/Client Service
EmailPhone - RA
Rebecca Arseneau
Marketing Director · Advertising & Marketing
EmailPhone - PM
Paula McGee
Office Manager · Operations
EmailPhone - CC
Coralee Cox
Client Services Associate · Customer/Client Service
EmailPhone - RK
Ryan Kersh
Equity Analyst · Finance & Accounting
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Haven Wealth Group, Llc
10 distinct titles indexed · top 10 shown.
- 3equity research analyst
- 1client services associate
- 1director of client relations and marketing
- 1director of sales
- 1equity analyst
- 1haven wealth group, llc
- 1marketing director
- 1office manager
- 1portfolio manager
- 1president, ceo & financial advisor
Sign up to unlock all 12 contacts at Haven Wealth Group, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 12 verified contacts at Haven Wealth Group, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.