Sefali Gajjar
Financial Assistant at Newton One Advisors Llc
Sefali Gajjar's Professional Contact Details
Email (Verified)
****@newtonone.com
HQ
(302) 731-1326
Location
Philadelphia, Pennsylvania, US
Company
Newton One Advisors Llc
Person Seniority
entry
Sefali Gajjar's Current Company Details
Newton One Advisors, LLC was founded on the premise that independence is paramount to developing, implementing, and servicing the long-term financial needs of our clients in a rapidly changing and com...
Newton One Advisors, LLC was founded on the premise that independence is paramount to developing, implementing, and servicing the long-term financial needs of our clients in a rapidly changing and complex world. Newton One specializes in providing exceptional financial services to individuals, families, closely and publicly held businesses, executive teams, and professional services providers to help them accomplish a variety of wealth accumulation, preservation and distribution objectives.
Founded Year
1999
Organization Website
newtononeadvisors.com
Organization Languages
English
Organization Revenue
6000
Current Technologies
outlook
digitalocean
apache
google analytics
wordpress org
ubuntu
google font api
mobile friendly
business exit planning for entrepreneurs
business succession & continuity planning
charitable planning
asset protection
wealth transfer
executive benefit planning
individual life & disability insurance planning
estate planning
wealth management
finance
law practice
legal services
investment management
Sefali Gajjar's Work History and Education
Newton One Advisors, LLC
Financial Assistant
2010 - Present
Colleagues at Newton One Advisors Llc
Prospect on LinkedIn
Find emails on Linkedln, Sales Navigator, AngelList, CrunchBase, Google etc.
Download
Extension
Other people in our database: