James Berquist

Owner at Strategic Wealth Management - Bend, OR, US

James Berquist's Colleagues at Strategic Wealth Management
Gavin Ca

Senior Accountant

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Steve Nimmer

Financial Services Professional

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Julie Hartleib

Secretary

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Duane Cfp

Director

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Cathy Chan

Tax Accountant

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David Cohen

President

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Mel Rokeach

Owner

Contact Mel Rokeach

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James Berquist's Contact Details
Email (Verified)
***@swmgroup.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
541-385-6263
Location
Canonsburg,Pennsylvania,United States
Company
Strategic Wealth Management
James Berquist's Company Details
Strategic Wealth Management logo, Strategic Wealth Management contact details

Strategic Wealth Management

Bend, OR, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Private wealth management to high net worth individuals, corporate executives , and family owned businesses.

Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Strategic Wealth Management
Frequently Asked Questions about James Berquist
James Berquist currently works for Strategic Wealth Management.
James Berquist's role at Strategic Wealth Management is Owner.
James Berquist's email address is ***@swmgroup.com. To view James Berquist's full email address, please signup to ConnectPlex.
James Berquist works in the Financial Services industry.
James Berquist's colleagues at Strategic Wealth Management are Gavin Ca, Steve Nimmer, Julie Hartleib, Duane Cfp, Cathy Chan, David Cohen, Mel Rokeach and others.
James Berquist's phone number is 541-385-6263
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