Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Inward Investment & Aftercare Deal Origination Executive Search Corporate Development Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring For Sales Teams For Founders For Agencies For Investors

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact Pricing
Login Book a demo
Parsons Wealth Management logo — Exploring diverse insurance options for life, health, auto,...

Parsons Wealth Management

Exploring diverse insurance options for life, health, auto, home, farm, and business, supported by dedicated agents.

Founded 1960 United States Half Moon Bay, United States 4 employees Financial Services, Insurance +4

General Information

Company Name Parsons Wealth Management
Founded Year 1960
Location United States Half Moon Bay, United States
Founders / Decision Makers
Team member Team member
Employees 4
Industries Financial Services, Insurance, Wealth Management +3
Social

BounceWatch is an independent company data service, not affiliated with Parsons Wealth Management. To contact Parsons Wealth Management, visit parsonswealthmgmt.com.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

About Parsons Wealth Management

Parsons Wealth Management is a family business with a legacy dating back to the 1960s, originally founded by William “Bill” Parsons as a small tax practice in El Granada. Over the years, the business evolved, and in 2019, it rebranded itself as Parsons Wealth Management. The firm offers a wide range of insurance options including life, health, auto, home, farm, and business, supported by dedicated agents. Parsons Wealth Management has expanded to offer extensive financial services such as Financial Planning, Investment Management, Estate Planning, and Protection Planning. The company takes pride in its commitment to providing holistic and comprehensive financial services, supported by its deep connections to the local community. With its SEC Registered Investment Advisor status and memberships in FINRA/SIPC, Parsons Wealth Management is dedicated to providing excellent service and confidence to its clients. As of now, there are no publicly disclosed details about the last investment made or the involved investors. The company is headquartered in the United States and operates in the Financial Services and Insurance industries, specifically focusing on Wealth Management, Health insurance, Life insurance, and Car insurance.

Taxonomy: Life insurance, Health insurance, Auto insurance, Home insurance, Farm insurance, Business insurance, Insurance agency, Dedicated agents, Multiple providers, Coverage options, Specialized agents, Insurance shopping, Client support, Risk management

No funding data available for Parsons Wealth Management yet.

Parsons Wealth Management Alternatives & Competitors

Parsons Wealth Management vs
Innovative Insurance Group
Innovative Insurance Group United States

Providing auto, home, business, and life insurance for Green Lane and all of Pennsylvania.

10 employees
Health insurance, Life insurance
Parsons Wealth Management vs
American Financial Solutions LLC
American Financial Solutions LLC United States

American Financial Solutions LLC is an independent insurance agency in Waterbury, CT.

1 employees
Finance, Financial Services
Parsons Wealth Management vs
Daniel Howley Insurance Agency
Daniel Howley Insurance Agency United States

Comprehensive insurance solutions for personal and business needs, including umbrella, life, commerc...

2 employees
Financial Services, Insurance

FAQ About Parsons Wealth Management

Exploring diverse insurance options for life, health, auto, home, farm, and business, supported by dedicated agents.
Parsons Wealth Management was founded in 1960.
Parsons Wealth Management is headquartered in Half Moon Bay, United States.
Parsons Wealth Management operates in Financial Services, Insurance, Wealth Management, Health insurance, Life insurance and Car insurance. Its work centres on Life insurance, Health insurance, Auto insurance and Home insurance.
Parsons Wealth Management has approximately 4 employees.
Top alternatives and competitors to Parsons Wealth Management include Innovative Insurance Group , American Financial Solutions LLC, Daniel Howley Insurance Agency, Beck Insurance. Agency, Inc., Yeager Insurance Agency, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Parsons Wealth Management and Innovative Insurance Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Parsons Wealth Management, https://bouncewatch.com/company/parsons-wealth-management, updated 14 March 2025. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Book a demo 30 minutes