Journey Wealth Partners

  • Financial Services
  • Concord MA
  • 4 employees
  • Financial Services
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Company Overview

Headquarters
747 Main Street Suite 125, Concord MA
Website
journeywealthpartners.com
Email
pe****@journeywealthpartners.com
Phone
(978) 369-2911
Employees
4
Founded in
2008
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 523930 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$1B

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Journey Wealth Partners Industry Tags

Asset Management
Wealth Management
Financial Planning
Tax Strategies
Financial Advisor
Personal CFO
Women Owned
Comprehensive Financial Planning
CERTIFIED FINANCIAL PLANNER
CFP
Self Employed Retirement Plans
Investment Management
Deferred Compensation
Stock Options
Portfolio Managment
401k Plans
403b plans
Asset Allocation
Dimension Fund Advisors
Charitable Giving
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Journey Wealth Partners Tech Stack

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FAQ

What is the location of Journey Wealth Partners's headquarters?
The headquarters of Journey Wealth Partners are situated at 747 Main Street Suite 125, Concord MA
What is Journey Wealth Partners's phone number?
Journey Wealth Partners's contact number is (978) 369-2911.
What is Journey Wealth Partners's official website?
The official website of Journey Wealth Partners can be found at journeywealthpartners.com.
What is Journey Wealth Partners's current revenue?
As of June 2018, Journey Wealth Partners's annual revenue reached $1B.
How many employees does Journey Wealth Partners currently have?
Journey Wealth Partners employs approximately 4+ people as of June 2018
Which industries is Journey Wealth Partners primarily operating in?
Journey Wealth Partners operates in the following industries: Finance, Credit
What are Journey Wealth Partners's industry tags?
Journey Wealth Partners's industry tags include: Asset Management, Wealth Management, Financial Planning
When was Journey Wealth Partners founded?
Journey Wealth Partners was founded in 2008.

Employee Directory

Key Employees

Janice Swenor

Director of Investment Management and Compliance

Phone Email

Matthew McKinnon

Client Services Manager

Phone Email