Forge & Link Financial Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

5005 Lyndon B Johnson Fwy Ste 1600, Dall...

Phone Number

(972) 774-2458

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Forge & Link Financial Group

Forge & Link Financial Group, LLC is dedicated to guiding affluent individuals, families, and businesses towards financial success by providing comprehensive wealth management and financial planning services. With over 60 years of experience, they focus on protecting and preserving clients' assets through a holistic approach that addresses both financial and psychological aspects of money. Their mission emphasizes the importance of refining clients' beliefs and behaviors to achieve their financial goals. The firm operates in various states, offering tailored solutions to meet the unique needs of their clients.Explore more
Forge & Link Financial Group's Social MediaPopular SearchesForge & Link Financial Group LLCForge & Link Financial GroupEagle Strategies LLCSIC Code 62,628NAICS Code 52,523Show more

Forge & Link Financial Group Org Chart

PhoneEmail
WW
United States flag for contact location.

Founding Partner

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ME
United States flag for contact location.

Financial Partner & Advisor

PhoneEmail
KW
United States flag for contact location.

Customer Service Representative

PhoneEmail

PhoneEmail
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Compare Similar Companies to Forge & Link Financial Group

Compare insights from companies similar to Forge & Link Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Forge & Link Financial Gr...

<$5M
1-10
Private
-
2014
WW
William WhiteFounding Partner
$5.8M
1-10
Private
-
1992
KA
Kelly AlbersWealth Management Associate & Advisor & Director, Operations
<$5M
11-50
Private
-
2020
AM
Adam MolitorPortfolio Manager
<$5M
1-10
Private
-
-
JS
Justine StumpDirector, Operations
<$5M
1-10
Private
-
-
PM
Peter MorinPartner and Financial Planner
<$5M
1-10
Private
-
2021
N/A
<$5M
1-10
Private
-
2001
MM
Meredith MooreFounder & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Forge & Link Financial Group Tech Stack

A closer look at the technologies used by Forge & Link Financial Group

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Frequently Asked Questions Regarding Forge & Link Financial Group

What is Forge & Link Financial Group's official website?
Forge & Link Financial Group's official website is www.falfg.com
What is Forge & Link Financial Group's Revenue?
Forge & Link Financial Group's revenue is <$5 Million
What is Forge & Link Financial Group's SIC code?
Forge & Link Financial Group's SIC: 62,628
What is Forge & Link Financial Group's NAICS code?
Forge & Link Financial Group's NAICS: 52,523
How many employees does Forge & Link Financial Group have?
Forge & Link Financial Group has 1-10 employees
What industry does Forge & Link Financial Group belong to?
Forge & Link Financial Group is in the industry of: Finance, Securities Trading
What is Forge & Link Financial Group competition?
Forge & Link Financial Group top competitors include: Burke Financial Group, WolfPack Capital, Ashline Financial Wealth Management and Insurance Solutions, Third 3rd Financial Partners
What technology does Forge & Link Financial Group use?
Some of the popular technologies that Forge & Link Financial Group uses are: MailChimp, Microsoft Azure, YouTube, Neustar UltraDNS
How do I contact Forge & Link Financial Group?
Forge & Link Financial Group contact info: Phone number: (972) 774-2458 Website: www.falfg.com
What does Forge & Link Financial Group do?

Forge & Link Financial Group, LLC is dedicated to guiding affluent individuals, families, and businesses towards financial success by providing comprehensive wealth management and financial planning services. With over 60 years of experience, they focus on protecting and preserving clients' assets through a holistic approach that addresses both fin... ancial and psychological aspects of money. Their mission emphasizes the importance of refining clients' beliefs and behaviors to achieve their financial goals. The firm operates in various states, offering tailored solutions to meet the unique needs of their clients.Read More

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

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