STRATEGY SQUAD

strategy-squad-logo

Strategy Squad is a wealth management firm. The company provides financial guidance, retirement income, distribution planning, pension payout planning, risk exposure analysis, assessment of insurance coverages, portfolio rebalancing, financial planning, and investment services.

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STRATEGY SQUAD

Social Links:

Industry:
Advice Financial Services Wealth Management

Founded:
2016-01-01

Address:
Orinda, California, United States

Country:
United States

Website Url:
http://www.strategysquad.com

Total Employee:
1+

Status:
Active

Contact:
1 (888-657-7823)

Technology used in webpage:
Euro Cloudflare Hosting


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Current Employees Featured

dennis-middleton_image

Dennis Middleton
Dennis Middleton Founder and Managing Partner @ Strategy Squad
Founder and Managing Partner

nicole-middleton_image

Nicole Middleton
Nicole Middleton Founder , Certified Financial Planner and CEO @ Strategy Squad
Founder , Certified Financial Planner and CEO
2016-08-01

Founder


dennis-middleton_image

Dennis Middleton

nicole-middleton_image

Nicole Middleton

Official Site Inspections

http://www.strategysquad.com

  • Host name: 104.26.12.244
  • IP address: 104.26.12.244
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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More informations about "Strategy Squad"

About Us - Strategy Squad

Our Mission, Vision, and Values Our Values We believe that financial well-being is a gift you give yourself and the people you love, and that your financial decisions should reflect who you are, โ€ฆSee details»

Strategy Squad - Crunchbase Company Profile & Funding

Strategy Squad is a wealth management firm. The company provides financial guidance, retirement income, distribution planning, pension payout planning, โ€ฆSee details»

Strategy Squad - LinkedIn

Strategy Squad is the wealth management firm for individuals, families, philanthropic institutions and mission-driven small businesses dedicated to living lives of abundance and impact. We โ€ฆSee details»

Strategy Squad Overview | SignalHire Company Profile

Organization Website: strategysquad.com : Phone Number (888) 657 - 7823: Strategy Squad industries FinanceSee details»

Team - Strategy Squad

My personal mission is to support women and the next generation of investors as they take confident steps toward financial independence. I focus on working with new inheritors of wealth and female professionals at the middle or peak of โ€ฆSee details»

Strategy Squad - Main Street Launch.org

Nicole Middleton is a CERTIFIED FINANCIAL PLANNERโ„ข with her firm, Strategy Squad, which she co-manages with her father, a Certified Public Accountant. The firm focuses on financial planning and investment โ€ฆSee details»

Strategy Squad - Products, Competitors, Financials, Employees ...

Strategysquad.com. Overview & Products; Founded Year 2016. About Strategy Squad. Strategy Squad is a wealth management firm offering investment guidance and financial planning โ€ฆSee details»

About - The Strategy Squad

World-Class Business Solutions. Streamline Operations: We help you optimise efficiency and reduce complexity in your business processes.; Achieve Business & Personal Goals: Our โ€ฆSee details»

Strategy Squad Insurance Services LLC Overview - Salary.com

Discover essential details about Strategy Squad Insurance Services LLC, including address, contact, and journey of our company's evolution.See details»

StrategySquad/README.md at main - GitHub

We are a passionate startup dedicated to delivering exceptional services and providing continuous support to our valued customers. At StrategySquad, we believe in building โ€ฆSee details»

Strategy Squad Insurance Services - ZoomInfo

Strategy Squad Insurance Services contact info: Phone number: (888) 657-7823 Website: www.strategysquad.com What does Strategy Squad Insurance Services do? Strategy Squad โ€ฆSee details»

What We Do - Strategy Squad

Group Facilitation & Financial Wellness Fee: Negotiated per contract, based on expected attendance and hours Great for family meetings, womenโ€™s circles or employee financial wellness.See details»

Strategy Squad - YouTube

This is the official youtube channel for Strategy Squad - an independent wealth management firm for individuals, families and philanthropic organizations focused on socially responsible โ€ฆSee details»

Nicole Middleton (@strategysquad) โ€ข Instagram photos and videos

565 Followers, 444 Following, 135 Posts - Nicole Middleton (@strategysquad) on Instagram: "Virtual #financialadvisor for individuals & families. Free 1st appointments | #impactinvesting โ€ฆSee details»

StrategySquad (Strategy Squad) - GitHub

At StrategySquad, we believe in building strategies that work and delivering results that matter. Our Mission. To empower businesses with innovative solutions and unparalleled support, โ€ฆSee details»

STRATEGY SQUAD - Updated June 2024 - Oakland, California - Yelp

1 review of STRATEGY SQUAD "My 2017 New Years resolution is to financially plan for the future. Nicole and the Strategy Squad team have adequately prepared me to meet my โ€ฆSee details»

Company News: Strategy Squad's new partnership with Natural โ€ฆ

Jul 5, 2020 At the start of this year our firm joined forces with the team at Natural Investments LLC. For over 30 years, Natural Investments has been a leader in socially responsible โ€ฆSee details»

StrategySquad - Medium

Apr 19, 2024 Read writing from StrategySquad on Medium. ๐ŸŽฏ Join the squad and strategize your way to success! Dive deep into data-driven strategies and outmaneuver the competition. โ€ฆSee details»

Organizational Strategy: Keeping Business Projects on Track

Dec 15, 2024 A strong strategy begins with clarity. It defines exactly where the organization is headed and breaks down big goals into focused, actionable steps. When everyoneโ€”from โ€ฆSee details»

Contact - Strategy Squad

Want to book a consultation or learn more about our services? Check the services you're interested in, and we will contact you! Please note that the minimum household portfolio size โ€ฆSee details»

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