Stephens Wealth Management Group

Finance · Michigan, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

5206 Gateway Ctr Ste 300, Flint, Michiga...

Phone Number

(810) 732-7411

Revenue

<$5 Million

Industry

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

About Stephens Wealth Management Group

Stephens Wealth Management is a financial advisory firm based in Flint, Michigan, offering personalized wealth solutions to clients at every stage of life. Their services include financial planning, business planning, estate planning, retirement planning, and investment management. The firm primarily serves business owners and individuals, including snowbirds, helping them achieve their financial goals. With a team of experienced advisors, they are dedicated to providing robust financial strategies and support to clients across the greater Flint area and beyond.Explore more
Stephens Wealth Management Group's Social MediaPopular SearchesStephens Wealth Management GroupStephens Wealth Management Group IncStephens Boswell Wealth Management Group LLCStephens Wealth ManagementSherri Stephens - Raymond JamesSIC Code 62,628NAICS Code 52,523Show more

Stephens Wealth Management Group Org Chart

PhoneEmail
KW
United States flag for contact location.

Chief Operating Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
CF
United States flag for contact location.

Senior Operations Associate

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

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Stephens Wealth Management Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Stephens Wealth Management Group

Compare insights from companies similar to Stephens Wealth Management 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

Stephens Wealth Managemen...

<$5M
11-50
Private
<$5M
1975
KW
Kimberly WaldmanChief Operating Officer
<$5M
11-50
Private
-
2001
JL
Jennifer LovellCustomer Service Manager
<$5M
1-10
Private
-
1962
JW
James WolfsbergSenior Vice President
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Stephens Wealth Management Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stephens Wealth Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stephens Wealth Management Group.

Stephens Wealth Management Group financials insights

Gather financial insights about Stephens Wealth Management Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Stephens Wealth Management Group's Financials Insights

Stephens Wealth Management Group Tech Stack

A closer look at the technologies used by Stephens Wealth Management Group

Top Finance Companies

Frequently Asked Questions Regarding Stephens Wealth Management Group

What is Stephens Wealth Management Group's official website?
Stephens Wealth Management Group's official website is www.stephenswmg.com
What is Stephens Wealth Management Group's Revenue?
Stephens Wealth Management Group's revenue is <$5 Million
What is Stephens Wealth Management Group's SIC code?
Stephens Wealth Management Group's SIC: 62,628
What is Stephens Wealth Management Group's NAICS code?
Stephens Wealth Management Group's NAICS: 52,523
How many employees does Stephens Wealth Management Group have?
Stephens Wealth Management Group has 11-50 employees
What industry does Stephens Wealth Management Group belong to?
Stephens Wealth Management Group is in the industry of: Finance, Securities Trading
What is Stephens Wealth Management Group competition?
Stephens Wealth Management Group top competitors include: JT Stratford Wealth Management, Wealth Advisory Services, Durbin Bennett Private Wealth Management, Pillar Wealth Management
What technology does Stephens Wealth Management Group use?
Some of the popular technologies that Stephens Wealth Management Group uses are: goo.gl, WordPress.org, reCAPTCHA, PHP
How do I contact Stephens Wealth Management Group?
Stephens Wealth Management Group contact info: Phone number: (810) 732-7411 Website: www.stephenswmg.com
What does Stephens Wealth Management Group do?

Stephens Wealth Management is a financial advisory firm based in Flint, Michigan, offering personalized wealth solutions to clients at every stage of life. Their services include financial planning, business planning, estate planning, retirement planning, and investment management. The firm primarily serves business owners and individuals, includin... g snowbirds, helping them achieve their financial goals. With a team of experienced advisors, they are dedicated to providing robust financial strategies and support to clients across the greater Flint area and beyond.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.