
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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Sound View Wealth Advisors is an independent, fiduciary wealth management firm founded on one guiding principle: our clients interests come first. As a team, we spent over 20 years custom tailoring solutions for individuals and families at the Bouchillon, Ham & Dekle Group within Merrill Lynch. Entrepreneurs at heart, we have continued to evolve by moving to a new, independent structure that enables us to better serve the needs and interests of our clientele. We do this by offering access to a wider universe of investment vehicles, more value-added services and more personalized attention in an open and transparent environment....
Sound view wealth advisors operates in the Financial services industry.
Sound view wealth advisors's revenue is 11m - 100m
Sound view wealth advisors has 11 - 50 employees.
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