VFG Wealth Management

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

131 Prosperous Pl Ste 14A, Lexington, Ke...

Phone Number

(859) 263-2304

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
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1

About VFG Wealth Management

VFG Wealth Management is an independent firm that prioritizes client-first solutions through tailored financial planning and investment strategies. They focus on building meaningful relationships with clients, ensuring that their financial goals are met with trust and dedication. The firm offers a range of services including retirement planning, investment management, estate planning, and tax strategies. VFG aims to help clients turn their financial dreams into reality by crafting personalized financial strategies.Explore more
VFG Wealth Management's Social MediaPopular SearchesVFG Wealth ManagementYoung, Jason Scott, AGTBroadridge Investor Communication Solutions IncVFG Wealth Management and Benefit SolutionsYoung, Jason ScottSIC Code 62,628NAICS Code 52,523Show more

VFG Wealth Management Org Chart

PhoneEmail
AL
United States flag for contact location.

Manager, Wealth & Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

VFG Wealth Management

<$5M
1-10
Private
-
-
AL
Adam LegateManager, Wealth & Partner
$5.1M
11-50
Private
-
2011
CW
Christopher WycislakChief Financial Officer
<$5M
11-50
Private
-
1996
N/A
<$5M
1-10
Private
-
1979
MB
Mishelle BeckerAdministrator
<$5M
1-10
Private
-
-
JC
June ChowLpl Financial Advisor
<$5M
1-10
Private
<$5M
2011
KB
Kabita BasdeoClient Support Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

VFG Wealth Management Tech Stack

A closer look at the technologies used by VFG Wealth Management

VFG Wealth Management News & Media

  • LPL Financial Welcomes Financial Advisor Adam Legate

    CHARLOTTE, N.C., June 15, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Adam Legate of VFG Wealth Management and Benefit Solutions has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $230 million in advisory, brokerage and retirement plan assets*, and joins LPL from Royal Alliance, part of the Advisor Group network of broker-dealers.
Read more news

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Frequently Asked Questions Regarding VFG Wealth Management

What is VFG Wealth Management's official website?
VFG Wealth Management's official website is www.vfginvest.com
What is VFG Wealth Management's Revenue?
VFG Wealth Management's revenue is <$5 Million
What is VFG Wealth Management's SIC code?
VFG Wealth Management's SIC: 62,628
What is VFG Wealth Management's NAICS code?
VFG Wealth Management's NAICS: 52,523
How many employees does VFG Wealth Management have?
VFG Wealth Management has 1-10 employees
What industry does VFG Wealth Management belong to?
VFG Wealth Management is in the industry of: Finance, Securities Trading
What is VFG Wealth Management competition?
VFG Wealth Management top competitors include: Sage Investments, Broadridge Investor Communication Solutions, Merchant Financial Services, Farley Financial Group
What technology does VFG Wealth Management use?
Some of the popular technologies that VFG Wealth Management uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Tag Manager
How do I contact VFG Wealth Management?
VFG Wealth Management contact info: Phone number: (859) 263-2304 Website: www.vfginvest.com
What does VFG Wealth Management do?

VFG Wealth Management is an independent firm that prioritizes client-first solutions through tailored financial planning and investment strategies. They focus on building meaningful relationships with clients, ensuring that their financial goals are met with trust and dedication. The firm offers a range of services including retirement planning, in... vestment management, estate planning, and tax strategies. VFG aims to help clients turn their financial dreams into reality by crafting personalized financial strategies.Read More

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

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