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Daner Wealth

Finance · Alpharetta, Georgia

FinancialFinance
Alpharetta, Georgia, United States5 employees$3.6M revenue
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Products & Services

FinancialFinanceFinancial Services

About Daner Wealth

Fiduciary, fee-only financial advisor in Alpharetta, GA. Marc Daner, CFP® has 30+ years helping families with retirement, wealth management & tax planning.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Daner Wealth is one of 166,295 Financial companies listed in Georgia.

Business Contact Information

Phone
+1 (770) 3686033
Address
11475 Great Oaks Way, Alpharetta, Georgia, 30022, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
5 (1-5)
Annual Revenue
$3.6M ($1M-$5M)

Daner Wealth: frequently asked questions

What does Daner Wealth do?

Fiduciary, fee-only financial advisor in Alpharetta, GA. Marc Daner, CFP® has 30+ years helping families with retirement, wealth management & tax planning.

Where is Daner Wealth located?

Daner Wealth is headquartered at 11475 Great Oaks Way, Alpharetta, Georgia, 30022, United States.

How many employees does Daner Wealth have?

Daner Wealth has about 5 employees (the 1-5 range).

What is Daner Wealth's annual revenue?

Daner Wealth's annual revenue is estimated at $3.6M (the $1M-$5M range).

What industry is Daner Wealth in?

Daner Wealth is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Daner Wealth?

Its website is danerwealth.com and its phone number is +1 (770) 3686033.

What companies are similar to Daner Wealth?

Other large financial companies in Georgia include Inspire Brands Inc, Inspire Brands Inc, Cox Enterprises Inc and Aflac Inc.

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