IQ Wealth Management - Crunchbase Company Profile & Funding

Overview

IQ Wealth Management

Heat Score

Company Performance Metrics

Score

Trend

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Heat Trend - The change in the heat score over the given time period

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About IQ Wealth Management

CB Rank

347498

IQ Wealth Management is a retirement planning firm that provides financial planning services.

Private

Scottsdale, Arizona, United States

iqwealthmanagement.com

Financial Services

Retirement

Wealth Management

Key People

Barbara Jurich: Co-Founder / Operations Manager / Client Relations

Details

Legal Name

Iq Wealth Management Limited

Operating Status

Active

Company Type

For Profit

Founders

Barbara Jurich

Phone Number

480-613-9578

Diversity Spotlight

Women Founded

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

401k & IRA Rollover

Service to transfer retirement funds from employer plans like 401(k), 403(b), 457, or TSP into IRAs or Roth IRAs, aiming to preserve tax deferral and optimize income and growth.

Retirement Annuities

Comparative analysis and selection of annuity products to provide guaranteed lifetime income, principal protection, and legacy benefits for retirement income planning.