Enquirer Consulting Group
Buyer list · Checked
Buyer list for Blue Chip Cookie Company · Checked
We read bluechipcookies.com to see what Blue Chip Cookie Company sells, then checked each account below against it, one by one, and named the person who signs off at each. The first 4 are open below with work email and phone. The other 25 come with a short walkthrough call, and you keep the full list.
Report prepared for
Blue Chip Cookie Company
Tim Rath of Innovative Radiology on working with us
Checked
The accounts that fit what Blue Chip Cookie Company sells, the market behind them, and who signs off.
accounts that fit Blue Chip Cookie Company, each with the person who signs off
SourceThe list built for Blue Chip Cookie Company, 29 accounts with the person who signs off at each, the first 4 with a work email and a phone checked Oct 23, 2026
investment advice firms in the US market
SourceUS Census SUSB 2022, US employer firms, NAICS 523930 Investment Advice, US total
states on the list
SourceThe list built for Blue Chip Cookie Company, 29 accounts with the person who signs off at each, the first 4 with a work email and a phone checked Oct 23, 2026
Each account fits what Blue Chip Cookie Company sells, and each comes with the person who signs off. The first 4 carry a work email and a phone, checked on .
| Company | Why it fits | Contact | Status |
|---|---|---|---|
Gottfried & Somberg Wealth Management Matthew Somberg Owner Glastonbury, CT | Gottfried & Somberg Wealth Management specializes in comprehensive financial planning and wealth management services. Planners thank clients with gifts from Blue Chip Cookie Company. | somberg | Checked |
Watermark Capital, Inc Nick Joutz Owner Irvine, CA | Watermark Capital, Inc is a nationwide home loan lender. Lenders thank borrowers at closing with Blue Chip Cookie Company. | nick.joutz | Checked |
Sound Private Wealth Ferdinand Ruplin President Melville, NY | Sound Private Wealth is a team of financial professionals based on Long Island. Planners thank clients with gifts from Blue Chip Cookie Company. | fruplin | Checked |
Southern Trust Mortgage Dennis Sullivan President Annapolis, MD | Southern Trust Mortgage is dedicated to making home happen for clients. Lenders thank borrowers at closing with Blue Chip Cookie Company. | dennis.sullivan | Checked |
Compass Planning Associates Inc | Unlock OwnerBook a call | ||
Mills Wealth Advisors | Unlock PresidentBook a call | ||
MVP Funding | Unlock PresidentBook a call | ||
Maestro Associates | Unlock PresidentBook a call | ||
Riverside | Unlock PresidentBook a call | ||
CU Title Insurance Agency, LLC | Unlock PresidentBook a call | ||
Equity National Title & Closing | Unlock PresidentBook a call | ||
Tompkins Financial Advisors | Unlock PresidentBook a call | ||
OnPoint Wealth Partners | Unlock PresidentBook a call | ||
HomeLend USA, LLC | Unlock PresidentBook a call | ||
HD Money | Unlock PresidentBook a call | ||
Courier Capital | Unlock PresidentBook a call | ||
Coast To Coast Title & Escrow Services | Unlock PresidentBook a call | ||
Mason and Associates, Inc | Unlock PresidentBook a call | ||
Retirement Income Planning llc | Unlock PresidentBook a call | ||
Reid Financial | Unlock FounderBook a call | ||
Secure Choice Mortgage | Unlock Chief Executive OfficerBook a call | ||
Vantage Point Title, Inc | Unlock Chief Executive OfficerBook a call | ||
One Real Title | Unlock Chief Executive OfficerBook a call | ||
Lendify Home Loans | Unlock Chief Executive OfficerBook a call | ||
LoanFlight | Unlock Chief Executive OfficerBook a call | ||
AD Mortgage LLC | Unlock Chief Executive OfficerBook a call | ||
BlueDoor Private Wealth | Unlock Chief Executive OfficerBook a call | ||
Trajan Wealth LLC | Unlock Chief Executive OfficerBook a call | ||
Naviter Wealth | Unlock Chief Executive OfficerBook a call |
Where these accounts sit, counted from US Census business data.
investment advice firms in the US.
Nearly all investment advice firms have under 20 staff. That is about 22,000 of them. About 380 have 20 to 99 staff, about 110 have 100 to 499 and about 160 have 500 or more.
SourceUS Census SUSB 2022, US employer firms, NAICS 523930 Investment Advice, US total
Presidents sign off most often. Of the 29 people who sign off, 16 are presidents.
SourceThe list built for Blue Chip Cookie Company, 29 accounts with the person who signs off at each, the first 4 with a work email and a phone checked Oct 23, 2026
Where the larger accounts sit. About 110 of the investment advice firms have 100 to 499 staff, and about 160 have 500 or more.
SourceUS Census SUSB 2022, US employer firms, NAICS 523930 Investment Advice, US total
In the engagement, intent data and fit pick the accounts. ECG's AI brain reads every reply, scores it and routes it. Your CRM and your team get the meeting, the record and the next step.
Once it runs for you, intent data read with fit sets which accounts to reach first.
ECG's own AI reads every reply, scores it and routes it to the right person.
Name, title, work email and phone for each account, checked before anyone reaches out.
The meeting lands in your calendar, the record lands in your CRM, and the rep gets the alert.
ECG AI brain
Reads, scores and routes
Enquirer Consulting Group
Build. Run. Own.
The list, the messages, the CRM link and the workflows, set up for your market.
We run it with your team and prove it on your own numbers.
We hand it over, and the system stays yours.
What we have achieved on our own outbound, and what happens next.
interested replies in one week, on our own outbound
SourceInterested replies to our own outbound, one per person, Oct 12 to Oct 18, 2026, read October 18, 2026
sales calls booked that same week, on our own outbound
SourceECG booking table, sales calls booked Oct 12 to Oct 18, 2026, one per person, read October 23, 2026
industries our own outbound runs in
SourceECG fleet plan, read October 17, 2026
These are our own results. Your numbers depend on your market and your offer.
Recent work includes outreach for BOY Machines, sent in each field rep's own name.
Talk to BenEnquirer Consulting GroupThe first 4 are above. Ben walks you through the other 25 on a short call, and you keep the full list.
Book a call to unlock the full listSelina from our team may call to walk you through it.
Ben walks you through every account, who signs off at each, and how the outreach runs for Blue Chip Cookie Company.