The Wealth Technology Group

www.wealthtechnology.com

The Wealth Technology Group specializes in helping people prepare for and maintain a secure retirement. We use a combination of tax deflection strategies, traditional financial planning and prudent money management in assisting clients to set and meet their financial goals. At The Wealth Technology Group, we be believe that It's not what you make, It's what you keep! Gary F. Thomas, JD, LLM, CLU®, ChFC®, CDFA®, AIF®, CFP®

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The Wealth Technology Group specializes in helping people prepare for and maintain a secure retirement. We use a combination of tax deflection strategies, traditional financial planning and prudent money management in assisting clients to set and meet their financial goals. At The Wealth Technology Group, we be believe that It's not what you make, It's what you keep! Gary F. Thomas, JD, LLM, CLU®, ChFC®, CDFA®, AIF®, CFP®

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Country

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State

Massachusetts

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City (Headquarters)

Westfield

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Industry

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Employees

1-10

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Owner / Director / Iar at the Wealth Technology Group

    Email ****** @****.com
    Phone (***) ****-****

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