GW Financial
Finance · Nevada, United States · 1-10 Employees
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Overview
Headquarters
18124 Wedge Pkwy 453, Reno, Nevada, 8951...Phone Number
(714) 850-0534Website
www.planretire.comRevenue
$5.5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About GW Financial
GW Financial, Inc. is an independent, fee-only financial planning firm based in Reno, NV, specializing in college financial planning and retirement strategies for families. They provide expert guidance to help parents navigate the complexities of funding higher education while ensuring their own financial well-being. The firm emphasizes a personalized approach, offering services such as investment management, tax-efficient strategies, and scholarship search assistance. Their target clients are parents seeking to manage college costs for multiple children without compromising their retirement plans.Explore more
Popular SearchesGW Financial IncFinancial IncGlenn Woody Financial Consultants( GWFCPlanretire.comSIC Code 62,628NAICS Code 52,523Show more
GW Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
GW Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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GW Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about GW Financial.
GW Financial Tech Stack
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GW Financial, Inc. is an independent, fee-only financial planning firm based in Reno, NV, specializing in college financial planning and retirement strategies for families. They provide expert guidance to help parents navigate the complexities of funding higher education while ensuring their own financial well-being. The firm emphasizes a personali... Read More
