Simpson Wealth Partners
With more than 30 years of experience, Simpson Wealth is a bespoke wealth solution firm specializing in retirement income and investment management. While independent, the firm is affiliated with a network of advisors spread over 6 states and managing over $3 billion in assets, giving our clients personal services and wide-ranging resources.
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Verified contacts
5
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- AT
Anna Toepfer
Business Development Consultant · Sales & Business Development
EmailPhone - RS
Richard Simpson
Advisor · Finance & Accounting
EmailPhone - KB
Kelly Booy
Client Services Assistant · Customer/Client Service
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Simpson Wealth Partners
4 distinct titles indexed · top 4 shown.
- 2business development consultant
- 1administrative specialist executive assistant
- 1advisor
- 1client services assistant
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