Walsh & Nicholson Financial Group

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

119 W Wayne Ave, Wayne, Pennsylvania, 19...

Phone Number

(610) 688-4447

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Walsh & Nicholson Financial Group

Walsh & Nicholson Financial Group, an Alera Group Company, offers a comprehensive range of financial services including retirement planning, investment advising, individual financial consulting, and insurance solutions. They cater to clients seeking personalized financial strategies to secure their future and manage their investments effectively. With a philosophy centered on providing informed financial advice, they aim to help clients achieve their financial goals through tailored strategies. Their experienced team is dedicated to guiding clients through various financial challenges, ensuring a robust plan for retirement and legacy management.Explore more
Walsh & Nicholson Financial Group's Social MediaPopular SearchesWalsh & Nicholson Financial GroupWalsh & Nicholson IncWalsh and Nicholson Financial GroupNicholson Financial GroupWalsh Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

Walsh & Nicholson Financial Group Org Chart

PhoneEmail
AM
United States flag for contact location.

Executive VP, Administration

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Walsh & Nicholson Financi...

<$5M
11-50
Private
-
1992
AM
Amy MurphyExecutive VP, Administration
$17.7M
11-50
Private
-
2008
MM
Megan MeyerDirector, Client Engagement
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
<$5M
1-10
Private
-
2016
LS
Lanet SpenceRegional VP & Development Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
RW
Robert WeaverFinancial Advisor
<$5M
1-10
Private
-
1993
EC
Erica CurranSenior Mgr. Bus. Dev.
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Walsh & Nicholson Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Walsh & Nicholson Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Walsh & Nicholson Financial Group.

Walsh & Nicholson Financial Group Tech Stack

A closer look at the technologies used by Walsh & Nicholson Financial Group

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Frequently Asked Questions Regarding Walsh & Nicholson Financial Group

What is Walsh & Nicholson Financial Group's official website?
Walsh & Nicholson Financial Group's official website is www.wnfg.com
What is Walsh & Nicholson Financial Group's Revenue?
Walsh & Nicholson Financial Group's revenue is <$5 Million
What is Walsh & Nicholson Financial Group's SIC code?
Walsh & Nicholson Financial Group's SIC: 62,628
What is Walsh & Nicholson Financial Group's NAICS code?
Walsh & Nicholson Financial Group's NAICS: 52,523
How many employees does Walsh & Nicholson Financial Group have?
Walsh & Nicholson Financial Group has 11-50 employees
What industry does Walsh & Nicholson Financial Group belong to?
Walsh & Nicholson Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Walsh & Nicholson Financial Group competition?
Walsh & Nicholson Financial Group top competitors include: One Stop Financial Services, Cornerstone Advisors, Coho Financial Group, Weaver Financial Services
What technology does Walsh & Nicholson Financial Group use?
Some of the popular technologies that Walsh & Nicholson Financial Group uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Walsh & Nicholson Financial Group?
Walsh & Nicholson Financial Group contact info: Phone number: (610) 688-4447 Website: www.wnfg.com
What does Walsh & Nicholson Financial Group do?

Walsh & Nicholson Financial Group, an Alera Group Company, offers a comprehensive range of financial services including retirement planning, investment advising, individual financial consulting, and insurance solutions. They cater to clients seeking personalized financial strategies to secure their future and manage their investments effectively. W... ith a philosophy centered on providing informed financial advice, they aim to help clients achieve their financial goals through tailored strategies. Their experienced team is dedicated to guiding clients through various financial challenges, ensuring a robust plan for retirement and legacy management.Read More

What are Walsh & Nicholson Financial Group social media links?
Walsh & Nicholson Financial Group Linkedin page Walsh & Nicholson Financial Group Twitter page Walsh & Nicholson Financial Group Facebook page
Is Walsh & Nicholson Financial Group a public company?
Walsh & Nicholson Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Walsh & Nicholson Financial Group

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