The Choice Group Wealth Management Employee Directory

Financial ServicesNew York, United States2-10 Employees

A group of experienced professionals who spent years under the hood of a larger, constraining corporation and after fighting for ways to serve our customers better, we branched out and started The Choice Group Wealth Management.
With passion, personality, and values, we strive to create the best experience for you. We want you to feel comfortable investing in your personal and family’s future and we are here to guide you every step of the way for many years to come.

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

The Choice Group Wealth Management Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

The Choice Group Wealth Management's Leadership

  • Stylized image of a person
    D. M.
    Senior Vice President
    Phone icon
  • Stylized image of a person
    B. W.
    Managing Director
    Phone icon
  • Stylized image of a person
    I. K.
    Managing Director
    Phone icon
  • Stylized image of a person
    J. S.
    Managing Director / Financial Advisor
    Phone icon
  • Stylized image of a person
    I. K.
    Managing Director
    Phone icon

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 Info
Location
Last Update
  • Stylized image of a person
    D. M.
    Senior Vice President
    Phone icon
    Nov 19, 2025
  • Stylized image of a person
    B. W.
    Managing Director
    Phone icon
    United StatesNew York
    Mar 13, 2025
  • Stylized image of a person
    I. K.
    Managing Director
    Phone icon
    Mar 24, 2026
  • Stylized image of a person
    J. S.
    Managing Director / Financial Advisor
    Phone icon
    United StatesNew York
    Mar 25, 2026
  • Stylized image of a person
    I. K.
    Managing Director
    Phone icon
    United StatesNew York
    Apr 25, 2025

Frequently Asked Questions

What is The Choice Group Wealth Management known for?

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The Choice Group Wealth Management was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 105 Maxess Road Suite 314 Melville, New York United States. 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?

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The 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?

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The Choice Group Wealth Management has approximately 5 employees as of March 2026. These team members are located across 1 continents, including North America.

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

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

  • Senior Vice President: D. M.
  • Managing Director: B. W.
  • Managing Director: I. K.
  • Managing Director / Financial Advisor: J. S.
  • Managing Director: I. K.

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