Sound Wealth Financial Group Overview

  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Sound Wealth Financial Group General Information

Description

Provider of investment and financial planning services. The company offers life insurance, income protection, retirement distribution planning and wealth management services.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Wealth Advisory Group
Primary Office
  • 250 Crossways Park Drive
  • Woodbury, NY 11797
  • United States
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Sound Wealth Financial Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Sound Wealth Financial Group Executive Team (2)

Name Title Board Seat Contact Info
Rory Zipper Principal Director
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