The Westerman Group

Finance · Ohio, United States · 201-500 Employees

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Overview

Headquarters

114 E Aurora Rd Ste 100, Northfield, Ohi...

Phone Number

(330) 467-3111

Revenue

$14.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About The Westerman Group

The Westerman Group, LLC is a licensed Investment Advisor based in Sagamore Hills, Ohio, offering a range of services including financial planning, wealth and investment management, estate stewardship, retirement planning, and business planning. The firm focuses on building long-term relationships with clients, prioritizing their needs and providing comprehensive education throughout the advisory process. They aim to deliver confidence, assurance, and a personalized approach to financial management. Their target clients are individuals seeking a more attentive and understanding financial advisory experience.Explore more
The Westerman Group's Social MediaPopular SearchesThe Westerman Group LLCWesterman GroupWesterman IncThe Westerman GroupWesterman Group LLCSIC Code 62,628NAICS Code 52,523Show more

The Westerman Group Org Chart

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President & Chief Executive Officer

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Financial Vice President & Chief Investment O...

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Director, Financial Planning & Investment Adv...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Westerman Group

$14.4M
201-500
Private
-
2013
TM
Terry McGheePresident & CEO
$386.7M
501-1,000
Private
-
2002
Jon Frojen, Chief Financial Officer at Beacon Pointe
Jon FrojenChief Financial Officer
$128.9M
201-500
Private
-
1999
$12.2M
201-500
Private
-
2003
JB
Joy BargerManager, Client Services
$10.7M
51-200
Private
-
1998
RB
R.Andrew BellPrincipal and Springfield Manager
$10.2M
51-200
Private
-
1898
Holly Mazzocca, Wealth Advisor & Principal & President at Bartlett & Co.
Holly MazzoccaWealth Advisor & Principal & President
<$5M
51-200
Private
-
1988
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Westerman Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

The Westerman Group Tech Stack

A closer look at the technologies used by The Westerman Group

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Frequently Asked Questions Regarding The Westerman Group

What is The Westerman Group's official website?
The Westerman Group's official website is www.thewestermangroup.com
What is The Westerman Group's Revenue?
The Westerman Group's revenue is $14.4 Million
What is The Westerman Group's SIC code?
The Westerman Group's SIC: 62,628
What is The Westerman Group's NAICS code?
The Westerman Group's NAICS: 52,523
How many employees does The Westerman Group have?
The Westerman Group has 201-500 employees
What industry does The Westerman Group belong to?
The Westerman Group is in the industry of: Finance, Securities Trading
What is The Westerman Group competition?
The Westerman Group top competitors include: Financial Planners, Waverly Advisors, Lobdell & Lane Wealth Management, Consolidated Financial
What technology does The Westerman Group use?
Some of the popular technologies that The Westerman Group uses are: WordPress.org, reCAPTCHA, PHP, Google Universal Analytics
How do I contact The Westerman Group?
The Westerman Group contact info: Phone number: (330) 467-3111 Website: www.thewestermangroup.com
What does The Westerman Group do?

The Westerman Group, LLC is a licensed Investment Advisor based in Sagamore Hills, Ohio, offering a range of services including financial planning, wealth and investment management, estate stewardship, retirement planning, and business planning. The firm focuses on building long-term relationships with clients, prioritizing their needs and providin... g comprehensive education throughout the advisory process. They aim to deliver confidence, assurance, and a personalized approach to financial management. Their target clients are individuals seeking a more attentive and understanding financial advisory experience.Read More

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

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