LeadIQ logo
Learn more at LeadIQ.com

New Era Financial Planners Employee Directory

Financial ServicesNorth Carolina, United States0-1 Employees

New Era Financial Planners operates as a financial services firm based in Burlington, North Carolina. Its primary activity involves providing advisory services to clients in the financial sector, with a focus on managing and planning assets for individuals and related entities. The company sits within the financial services industry and appears to engage with independent, privately held operations in wealth management and financial planning. Located at 2855 South Church Street, the firm has a presence in the Burlington area. Recent developments indicate a strategic transaction in 2023, where the firm’s assets were acquired by Wealth Enhancement Group after previously partnering with it, reflecting a notable shift in its corporate structure and affiliations while the business continues to be identified under the New Era Financial brand in the region.

Find New Era Financial Planners employees' phone numbers or email addresses

New Era Financial Planners Global Highlights

Location
Employees

North America
3

Minus sign iconPlus sign icon
  • United States Of America
    3

New Era Financial Planners's Leadership

  • Stylized image of a person
    M. P.
    Administrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. K.
    Investment Advisor Representative
    Phone icon
    Mobile Phone

Contact profiles from New Era Financial Planners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. P.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Oct 16, 2024
  • Stylized image of a person
    S. K.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Jun 08, 2026

Frequently Asked Questions

What is New Era Financial Planners known for?

Minus sign iconPlus sign iconNew Era Financial Planners operates in the Financial Services industry. The company's main headquarters is located in 2855 South Church Street Burlington, North Carolina 27215 United States; you can contact the main corporate office by phone at
+1-952-473-****
. Explore New Era Financial Planners's company overview page for more information.

What is New Era Financial Planners's most common email format?

Minus sign iconPlus sign iconNew Era Financial Planners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more New Era Financial Planners email formats with LeadIQ.

How many employees does New Era Financial Planners have currently?

Minus sign iconPlus sign iconNew Era Financial Planners has approximately 1 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are New Era Financial Planners's key employees and leadership?

Minus sign iconPlus sign icon

As of January 2026, New Era Financial Planners's key employees include:

  • Administrative Assistant: M. P.
  • Investment Advisor Representative: S. 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.