Griffith & Werner

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

109 Mountain Brook Dr Ste 100, Canton, G...

Phone Number

(678) 901-4167

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
2
1
1
1

About Griffith & Werner

Griffith & Werner, Inc is a comprehensive financial services firm based in Georgia, specializing in assisting soon-to-be retired and retired residents with their financial planning needs. The firm offers a range of services including investment planning, retirement income planning, wealth management, tax planning, and legacy and estate planning. Their approach emphasizes personalized, active management of client portfolios to align with individual financial goals while minimizing unnecessary fees. Griffith & Werner is dedicated to providing close personal attention and fostering a family-like relationship with their clients.Explore more
Griffith & Werner's Social MediaPopular SearchesGriffith & Werner IncGriffith & WernerGriffith Werner IncGriffith & Associates IncGriffith & Werner Assoc. IncSIC Code 62,628NAICS Code 52,523Show more

Griffith & Werner Org Chart

PhoneEmail
HP
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Client Service Coordinator

PhoneEmail
CG
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Executive Administrator

PhoneEmail
CB
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Analyst and Paraplanner

PhoneEmail
MS
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Operations & Client Experience Specialist

PhoneEmail
WW
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Registered Investment Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
SP
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Administrative Assistant

PhoneEmail
JW
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Bookkeeper

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Griffith & Werner

<$5M
1-10
Private
<$5M
1983
HP
Heather PhelpsClient Service Coordinator
$5M
11-50
Private
-
2014
BS
Brooke SandlinClient Support Specialist
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2000
N/A
<$5M
1-10
Private
-
2007
RA
Robert AllenPresident & Owner
<$5M
1-10
Private
-
1995
MC
Michael CoeVice President and CCO
<$5M
1-10
Private
-
1934
RC
Robert ConatyVice President, Wealth Management
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Griffith & Werner is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Griffith & Werner is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Griffith & Werner.

Griffith & Werner financials insights

Gather financial insights about Griffith & Werner, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$21K

See All Griffith & Werner's Financials Insights

Griffith & Werner Tech Stack

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Frequently Asked Questions Regarding Griffith & Werner

What is Griffith & Werner's official website?
Griffith & Werner's official website is www.griffith-werner.com
What is Griffith & Werner's Revenue?
Griffith & Werner's revenue is <$5 Million
What is Griffith & Werner's SIC code?
Griffith & Werner's SIC: 62,628
What is Griffith & Werner's NAICS code?
Griffith & Werner's NAICS: 52,523
How many employees does Griffith & Werner have?
Griffith & Werner has 1-10 employees
What industry does Griffith & Werner belong to?
Griffith & Werner is in the industry of: Finance, Securities Trading
What is Griffith & Werner competition?
Griffith & Werner top competitors include: Capstone Financial Partners, Coburn Financial, InFocus Financial Strategies, Estate Planning and Wealth Strategies
What technology does Griffith & Werner use?
Some of the popular technologies that Griffith & Werner uses are: WooCommerce, WordPress.org, PHP, Smarsh
How do I contact Griffith & Werner?
Griffith & Werner contact info: Phone number: (678) 901-4167 Website: www.griffith-werner.com
What does Griffith & Werner do?

Griffith & Werner, Inc is a comprehensive financial services firm based in Georgia, specializing in assisting soon-to-be retired and retired residents with their financial planning needs. The firm offers a range of services including investment planning, retirement income planning, wealth management, tax planning, and legacy and estate planning. Th... eir approach emphasizes personalized, active management of client portfolios to align with individual financial goals while minimizing unnecessary fees. Griffith & Werner is dedicated to providing close personal attention and fostering a family-like relationship with their clients.Read More

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

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