Millson/Walker Financial Group

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

7000 Houston Rd Ste 13, Florence, Kentuc...

Phone Number

(859) 341-3000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Millson/Walker Financial Group

ABOUT THE PRACTICE: Millson/Walker Financial Group,Ltd. is full-service financial planning firm dedicated to helping people build and maintain their financial independence. We believe that people who make well - informed decisions can have peace of mind and a sense of security and control over their lives. Wealth management is a team sport, we serve as financial coaches. Centrally located in the Tri-State at 7000 Houston Road in Florence, Kentucky, we specialize in the design and implementation of customized financial plans for individuals and businesses. Barry S. Millson, the president of MWFG, entered the financial services industry in 1976 providing insurance analysis, retirement planning and estate planning services. Barry is committed to continuous learning to promote professional excellence. He is a Certified Financial Planner TM (CFP) , a Chartered Life Underwriter (CLU) and a Chatered Financial Consultant (CHFC). He is a member of the Financial Planning Association and on the bRead more
Millson/Walker Financial Group's Social MediaPopular SearchesMillson/Walker Financial Group LtdMillson/ Walker Financial Group LtdMillson Walker Financial Group LtdMillsonWalker FinanclMillson - Walker FinancialSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Millson/Walker Financial ...

<$5M
1-10
Private
-
1988
N/A
$6.4M
1-10
Private
<$5M
2016
N/A
$6.2M
11-50
Private
<$5M
1992
Stephen McNear, Chief Operating Officer at Academy Financial
Stephen McNearChief Operating Officer
$5.9M
11-50
Private
-
2008
ST
Steven TrebergFinancial Advisor
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2016
N/A
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Millson/Walker Financial Group Tech Stack

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Frequently Asked Questions Regarding Millson/Walker Financial Group

What is Millson/Walker Financial Group's official website?
Millson/Walker Financial Group's official website is www.mwfgltd.com
What is Millson/Walker Financial Group's Revenue?
Millson/Walker Financial Group's revenue is <$5 Million
What is Millson/Walker Financial Group's SIC code?
Millson/Walker Financial Group's SIC: 62,628
What is Millson/Walker Financial Group's NAICS code?
Millson/Walker Financial Group's NAICS: 52,523
How many employees does Millson/Walker Financial Group have?
Millson/Walker Financial Group has 1-10 employees
What industry does Millson/Walker Financial Group belong to?
Millson/Walker Financial Group is in the industry of: Finance, Securities Trading
What is Millson/Walker Financial Group competition?
Millson/Walker Financial Group top competitors include: Titan Wealth Management, T A Wealth Management, Strategic Financial Concepts, Young Knight & Oberholtzer
What technology does Millson/Walker Financial Group use?
Some of the popular technologies that Millson/Walker Financial Group uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact Millson/Walker Financial Group?
Millson/Walker Financial Group contact info: Phone number: (859) 341-3000 Website: www.mwfgltd.com
What does Millson/Walker Financial Group do?

ABOUT THE PRACTICE: Millson/Walker Financial Group,Ltd. is full-service financial planning firm dedicated to helping people build and maintain their financial independence. We believe that people who make well - informed decisions can have peace of mind and a sense of security and control over their lives. Wealth management is a team sport, we serv... e as financial coaches. Centrally located in the Tri-State at 7000 Houston Road in Florence, Kentucky, we specialize in the design and implementation of customized financial plans for individuals and businesses. Barry S. Millson, the president of MWFG, entered the financial services industry in 1976 providing insurance analysis, retirement planning and estate planning services. Barry is committed to continuous learning to promote professional excellence. He is a Certified Financial Planner TM (CFP) , a Chartered Life Underwriter (CLU) and a Chatered Financial Consultant (CHFC). He is a member of the Financial Planning Association and on the board of directors of the Oakbrook Swim & Tennis Club, Inc. When he's not working, Barry enjoys time with his wife Melanie and their two children , as well as a married daughter and her husband. The Vice- President of the firm, Robert C. Walker, entered the securities business in 1981 providing investment analysis, income tax planning and preparation sevices. He is a Registered Principal of an Office of Supervisory Jurisdiction for a FINRA member firm. Robert spends his off hours with his wife Jennifer and their three daughters. With over 50 years combined experience,Barry and Robert take a comprehensive approach to wealth management. They help their clients plan and monitor both financial and non-financial goals.Read More

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

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