LeadIQ logo
Learn more at LeadIQ.com
The Choice Group Wealth Management logo

The Choice Group Wealth Management Employee Directory

Financial ServicesNew York, United States2-10 Employees

The Choice Group Wealth Management is a financial services firm based in Melville, New York, formed by experienced professionals who left a larger corporate environment to focus on client-centered wealth management. The company emphasizes guiding clients through long-term financial planning, aiming to create a comfortable experience for individuals and families as they work toward their future. With a small team approach, the firm positions itself as a boutique resource that offers personalized guidance over many years, prioritizing accessibility and continuity for its clients. While the business operates in a competitive wealth management sector, its origin reflects a shift toward more flexible, client-focused service within the financial services industry.

Find The Choice Group Wealth Management employees' phone numbers or email addresses

The Choice Group Wealth Management Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

The Choice Group Wealth Management's Leadership

  • Stylized image of a person
    D. M.
    Senior Vice President
    Mobile Phone
  • Stylized image of a person
    I. K.
    Managing Director
    Mobile Phone

The Choice Group Wealth Management Employee Metrics

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

Contact profiles from The Choice Group Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. M.
    Senior Vice President
    Mobile Phone
    Jun 02, 2026
  • Stylized image of a person
    I. K.
    Managing Director
    Mobile Phone
    Aug 07, 2026

Frequently Asked Questions

What is The Choice Group Wealth Management known for?

Minus sign iconPlus sign iconThe Choice Group Wealth Management was founded in 2017 operates in the Financial Services industry. Explore The Choice Group Wealth Management's company overview page for more information.

What is The Choice Group Wealth Management's most common email format?

Minus sign iconPlus sign iconThe Choice Group Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Choice Group Wealth Management email formats with LeadIQ.

How many employees does The Choice Group Wealth Management have currently?

Minus sign iconPlus sign iconThe Choice Group Wealth Management has approximately 7 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The Choice Group Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, The Choice Group Wealth Management's key employees include:

  • Senior Vice President: D. M.
  • Managing Director: I. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.