The Winfield Group

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

14850 N Scottsdale Rd Ste 385, Scottsdal...

Phone Number

(800) 543-9103

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
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About The Winfield Group

The Winfield Group is a financial advisory firm based in Scottsdale that specializes in providing luxury financial services to high net worth individuals. With over 35 years of experience, they focus on building and protecting wealth through tailored strategies in tax reduction, asset protection, wealth transfer, and asset management. Their team approach allows clients to uncover opportunities that may be overlooked by single-source experts, ensuring a comprehensive financial planning experience. The firm's primary goal is to create financially secure futures for their clients and their families.Explore more
The Winfield Group's Social MediaPopular SearchesThe Winfield Group LLCThe Winfield GroupWinfield Group LLCWinfieldWinfield Management LLCSIC Code 62,628NAICS Code 52,523Show more

The Winfield Group Org Chart

PhoneEmail
RR
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Winfield Group

<$5M
1-10
Private
<$5M
1989
RR
Rick RyanPresident
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
-
SK
Shawn KiehneFinancial Advisor & Owner & CEO
<$5M
1-10
Private
-
2011
LS
Lance ScottPresident & Financial Advisor
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Winfield Group financials insights

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

2021

Debt

$77K

See All The Winfield Group's Financials Insights

The Winfield Group Tech Stack

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Frequently Asked Questions Regarding The Winfield Group

What is The Winfield Group's official website?
The Winfield Group's official website is www.winfieldgrouponline.com
What is The Winfield Group's Revenue?
The Winfield Group's revenue is <$5 Million
What is The Winfield Group's SIC code?
The Winfield Group's SIC: 62,628
What is The Winfield Group's NAICS code?
The Winfield Group's NAICS: 52,523
How many employees does The Winfield Group have?
The Winfield Group has 1-10 employees
What industry does The Winfield Group belong to?
The Winfield Group is in the industry of: Finance, Securities Trading
What is The Winfield Group competition?
The Winfield Group top competitors include: Turpin Financial Group, Bayntree Wealth Advisors, Selkirk Wealth Advisors, Bay Harbor Wealth Management
What technology does The Winfield Group use?
Some of the popular technologies that The Winfield Group uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact The Winfield Group?
The Winfield Group contact info: Phone number: (800) 543-9103 Website: www.winfieldgrouponline.com
What does The Winfield Group do?

The Winfield Group is a financial advisory firm based in Scottsdale that specializes in providing luxury financial services to high net worth individuals. With over 35 years of experience, they focus on building and protecting wealth through tailored strategies in tax reduction, asset protection, wealth transfer, and asset management. Their team ap... proach allows clients to uncover opportunities that may be overlooked by single-source experts, ensuring a comprehensive financial planning experience. The firm's primary goal is to create financially secure futures for their clients and their families.Read More

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

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