
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+1
OneSeven is a different kind of financial firm. In the world of wealth management, where unique experiences are few and far between, our group came together to leave a meaningful mark. Our independent financial advisors strive to deliver true value by looking beyond the balance sheet to provide holistic, customized solutions to each client. Through each and every relationship, we strive to better understand what drives you your interests, long-term goals, and aspirations for the future, and then we become sounding boards for your ambitions, challenges, concerns and successes, so that we may connect your money to what really matters....
Financial services,retirement planning,financial planning,wealth management,estate & legacy planning,and philanthropy
Oneseven's revenue is 11m - 100m
Oneseven has 11 - 50 employees.
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