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Bamboo Wealth Strategies

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brought together by the common goal of helping people make confident financial decisions and providing the best advice possible, we founded bamboo wealth strategies to do just that. ​ with our combined 50 years of providing advice, we leverage our experiences with clients to help guide you and to help you understand the potential positive and negative results of the decisions you face. we provide financial advice, strategies, and solutions to our clients, bringing them peace of mind and partnering with them to accomplish their most important financial goals. if you’re hiring an advisor for the first time or you’re an experienced investor looking for additional insight, please contact us for a complimentary consultation. ​

Headquarters:
3131 Camino Del Rio North, Suite 1000, San Diego, California, United States, 92108
Industry:
Financial Services
Founded:
2014
Employees:
3
Annual Revenue:
-
Type: Private
Ticker: -
United States 3
Comprehensive Financial PlanningRetirement PlanningInvestment ManagementBusiness Planning
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Bamboo Wealth Strategies

Let us help answer the most common questions you might have.

Where is Bamboo Wealth Strategies located?

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Bamboo Wealth Strategies' headquarters is located at 3131 Camino Del Rio North, Suite 1000, San Diego, California, United States, 92108

What is Bamboo Wealth Strategies' official website?

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Bamboo Wealth Strategies' official website is bamboowealthstrategies.com

What is Bamboo Wealth Strategies' SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Bamboo Wealth Strategies' NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Bamboo Wealth Strategies have?

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Bamboo Wealth Strategies has 3 employees

What industry does Bamboo Wealth Strategies belong to?

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Bamboo Wealth Strategies is in the industry of: Financial Services

What are Bamboo Wealth Strategies' social media links?

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Bamboo Wealth Strategies Linkedin page

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Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distro an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distro is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distro — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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