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Sound Wealth Financial Group

Sound Wealth Financial Group
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

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

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

Sound Wealth Financial Group Valuation and Funding

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

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Sound Wealth Financial Group Executive Team (2)

Name Title Board
Seat
Contact
Info
Rory Zipper Principal Director

1 Former Executive

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