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Havican Wealth Strategies Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Havican Wealth Strategies operates in the financial services sector, providing professional guidance and services related to wealth management. Based in Wilbraham, Massachusetts, the firm appears to serve clients seeking financial planning and asset management support within a local context. With a small team size, its operations are positioned to offer personalized attention and tailored solutions to individuals or families managing their finances in the region. The company’s focus is on delivering financial services that address client needs in planning, stewardship of assets, and strategic financial decision-making.

Find Havican Wealth Strategies employees' phone numbers or email addresses

Havican Wealth Strategies Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Havican Wealth Strategies's Leadership

  • Stylized image of a person
    D. H.
    Financial Advisor, Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S.
    Paraplanner And Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. H.
    Certified Financial Planner, Tm, Professional
    Phone icon
    Mobile Phone

Havican Wealth Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Havican Wealth Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. H.
    Financial Advisor, Wealth Manager
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Sep 05, 2025
  • Stylized image of a person
    L. S.
    Paraplanner And Operations Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    R. H.
    Certified Financial Planner, Tm, Professional
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Aug 03, 2024

Frequently Asked Questions

What is Havican Wealth Strategies known for?

Minus sign iconPlus sign iconHavican Wealth Strategies operates in the Financial Services industry. The company's main headquarters is located in 2440 Boston Road Wilbraham, Massachusetts 01095 United States; you can contact the main corporate office by phone at
+1-413-596-****
. Explore Havican Wealth Strategies's company overview page for more information.

What is Havican Wealth Strategies's most common email format?

Minus sign iconPlus sign iconHavican Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Havican Wealth Strategies email formats with LeadIQ.

How many employees does Havican Wealth Strategies have currently?

Minus sign iconPlus sign iconHavican Wealth Strategies has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Havican Wealth Strategies's key employees and leadership?

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As of May 2026, Havican Wealth Strategies's key employees include:

  • Financial Advisor, Wealth Manager: D. H.
  • Paraplanner And Operations Manager: L. S.
  • Certified Financial Planner, Tm, Professional: R. H.

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