Company Overview
- Headquarters
- 6800 Jericho Tpke Ste 202W, Syosset NY
- Website
- cwpmetro.com
- Phone
- (516) 364-4203
- Employees
- 97
- Founded in
- 2004
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 5239 CompaniesNAICS Code 52 CompaniesNAICS Code 523 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$7B
Who is Center for Wealth Preservation
Center for Wealth Preservation is a financial services firm located in Syosset, New York. The company was founded by Lou Incorvaia. Center for Wealth Preservation serves a clientele of individuals and families who value comprehensive financial planning and wealth management. The firm specializes in a variety of financial services, including business succession planning, education planning, estate planning, retirement planning, and special needs planning. They offer a unique process called the LEAP® System, designed to help clients organize their insurance and assets, maximize growth, minimize taxes, and protect their families. Center for Wealth Preservation prides itself on its commitment to providing objective financial advice and personalized solutions tailored to each client's individual needs and goals. The firm leverages industry-leading tools and resources to create a comprehensive financial roadmap for its clients. For more information about Center for Wealth Preservation, visit their website at cwpmetro.com or connect with them on social media platforms like Facebook and Twitter.
Company Leadership
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Company Name | Revenue | Number of Employees | Location | Founded in |
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7M | 6 | Lafayette, CA | 2010 | |
7M | 12 | Woburn, MA | 2002 | |
7M | 6 | Elmsford, NY | ||
7M | 26 | Roswell, GA | 2004 | |
7M | 10 | Lenexa, KS |