I have built my practice working with individuals to define and work toward their goals. I believe my responsibility to my clients is to help them build a solid foundation on which to make their financial decisions. I make certain that my client's needs are taken care of with the highest level of attention. I work with my clients to develop a personalized wealth management plan, focusing on in-depth financial strategies and a relationship that is built on trust. I have been in the financial services industry since 1987. I currently reside in Frederick, Maryland with my husband and 3 sons. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Hummingbird Wealth Management and Cambridge are not affiliated.
View Top Employees from Hummingbird Wealth ManagementWebsite | http://www.hummingbirdwealth.com |
Revenue | $218000 |
Employees | 4 (4 on RocketReach) |
Founded | 2013 |
Address | 9624 Woodsboro Road, Frederick, Maryland 21701, US |
Phone | (301) 304-9757 |
Fax | (301) 304-0263 |
Technologies |
JavaScript,
HTML,
Twitter
+14 more
(view full list)
|
Industry | Investment Management, Business Services General, Business Services |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 561 Companies, NAICS Code 561110 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies, NAICS Code 56111 Companies |
Looking for a particular Hummingbird Wealth Management employee's phone or email?
The Hummingbird Wealth Management annual revenue was $218000 in 2024.
4 people are employed at Hummingbird Wealth Management.
Hummingbird Wealth Management is based in Frederick, Maryland.
The NAICS codes for Hummingbird Wealth Management are [561, 561110, 56, 5611, 56111].
The SIC codes for Hummingbird Wealth Management are [874, 87].