Where are Winslow Drake's Headquarters?

Winslow Drake's Headquarters are in 14497 Dale Mabry Highway ,Tampa,California,United States

What is Winslow Drake's official website?

Winslow Drake's official website is https://www.winslowdrake.com

What is Winslow Drake's Revenue?

Winslow Drake's revenue is $1 - 10M

What is Winslow Drake's NAICS code?

Winslow Drake's NAICS code is 523110

What is Winslow Drake's Industry?

Winslow Drake is in the industry of Investment Management

Who is Winslow Drake's Founder And Chief Investment Officer?

Winslow Drake's Founder And Chief Investment Officer is Haddon Libby

Winslow Drake

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Description

Providing knowledge-based solutions in a socially-responsible, ethical, transparent way. This may seem obvious to you and us, but it is unique to the industry. Winslow Drake is an independent financial and wealth management firm. All client accounts are held at National Financial Services, a subsidiary of Fidelity Investments. We provide our services for one flat fee with no hidden costs of any kind. We do not sell high commission products such as variable-rate life insurance annuities. We serve the needs of individuals, businesses and non-profits. We like to customize your investments to reflect what is important to you. Whether it is your personal investment account or a company retirement plan, we build each plan specifically for you. Our team includes investment advisors, trust specialists and portfolio managers who have been Chief Executive Officers, Chief Financial Officers and investment bankers. Our experiences help you in navigating the complex and often treacherous financial markets. Securities and Investment Advisory Services offered through Calton & Associates, Inc., member FINRA/SIPC, 14497 North Dale Mabry Highway, Suite 215, Tampa, Florida 33618, 813.264.0440. Winslow Drake, National Financial Services and Calton & Associates, Inc. are separate entities.
Headquarters:14497 Dale Mabry Highway , Tampa, California, United States
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Phone Number:
Website: https://www.winslowdrake.com
Employees:2
Revenue:$1 - 10M
Legal Name:Winslow Drake
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| NAICS Code: 523110 |
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Founder And Chief Investment Officer for Winslow Drake

Haddon Libby

Founder And Chief Investment Officer

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