Wackelin Financial Services

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

1700 E Arlington Blvd Ste E, Greenville,...

Phone Number

(252) 439-2290

Revenue

<$5 Million

Industry

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

About Wackelin Financial Services

Wackelin Financial Services is a wealth management firm located in Greenville, NC, dedicated to simplifying financial planning for women, families, and small business owners. They specialize in personalized guidance for retirement planning and navigating life transitions, ensuring clients can make confident decisions at every stage. Their services include wealth management, retirement planning, and tailored strategies for various client needs, including pre-retirees and retirees. The firm emphasizes a structured yet flexible approach to wealth management, focusing on aligning clients' financial goals with their life aspirations.Explore more
Popular SearchesWackelin Financial Services IncBruce R Wackelin Incwackelinfinancial.comSIC Code 62,628NAICS Code 52,523Show more

Wackelin Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wackelin Financial Servic...

<$5M
1-10
Private
-
1981
$7.7M
1-10
Private
-
2000
N/A
$7M
11-50
Private
-
1994
$5.6M
11-50
Private
-
2011
CH
Chris HolcombManager, Branch Office Cfp , Cka & Crps ) At ( R)
<$5M
1-10
Private
-
1992
EP
Erik PedleyFinancial Advisor
<$5M
1-10
Private
-
2002
TM
Timothy MogfordSenior Manager, Wealth & Insurance Specialist
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wackelin Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wackelin Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wackelin Financial Services.

Wackelin Financial Services Tech Stack

A closer look at the technologies used by Wackelin Financial Services

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Frequently Asked Questions Regarding Wackelin Financial Services

What is Wackelin Financial Services's official website?
Wackelin Financial Services's official website is www.wackelinfinancial.com
What is Wackelin Financial Services's Revenue?
Wackelin Financial Services's revenue is <$5 Million
What is Wackelin Financial Services's SIC code?
Wackelin Financial Services's SIC: 62,628
What is Wackelin Financial Services's NAICS code?
Wackelin Financial Services's NAICS: 52,523
How many employees does Wackelin Financial Services have?
Wackelin Financial Services has 1-10 employees
What industry does Wackelin Financial Services belong to?
Wackelin Financial Services is in the industry of: Finance, Securities Trading
What is Wackelin Financial Services competition?
Wackelin Financial Services top competitors include: UnionAdvantage Financial, Murphy Wealth Management, Portfolio Advisory Associates, Heritage Financial Advisors
What technology does Wackelin Financial Services use?
Some of the popular technologies that Wackelin Financial Services uses are: Cloudflare Website Optimization, Enom DNS Hosting, Datadog, Google Tag Manager
How do I contact Wackelin Financial Services?
Wackelin Financial Services contact info: Phone number: (252) 439-2290 Website: www.wackelinfinancial.com
What does Wackelin Financial Services do?

Wackelin Financial Services is a wealth management firm located in Greenville, NC, dedicated to simplifying financial planning for women, families, and small business owners. They specialize in personalized guidance for retirement planning and navigating life transitions, ensuring clients can make confident decisions at every stage. Their services... include wealth management, retirement planning, and tailored strategies for various client needs, including pre-retirees and retirees. The firm emphasizes a structured yet flexible approach to wealth management, focusing on aligning clients' financial goals with their life aspirations.Read More

Is Wackelin Financial Services a public company?
Wackelin Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Wackelin Financial Services

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