
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
`
+3
For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a clients wealth from accumulation and growth through preservation and distribution. Since our founding in 1985, the firm has been managing money for individuals, families, trusts, and corporations. We currently manage over $500...
Investment management,financial planning,retirement planning,estate planning,tax planning,education planning,asset allocation,and investment research
Burt wealth advisors operates in the Investment management industry.
Burt wealth advisors's revenue is 11m - 100m
Burt wealth advisors has 11 - 50 employees.
Get Started with the Free Forever plan! No credit card needed. Enjoy up to 10,000 free email credits per month at no cost.
Start Prospecting from Clodura.AI's database of 600M+ verified B2B contacts and 120M+ direct dials along with 18M+ companies' org charts.
Unlock the prospect's contact details, including verified email, direct dials, add them to cadence, and close more deals.