Wakeley Financial Services

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

609 Cheek Sparger Rd Ste 104, Colleyvill...

Phone Number

(817) 503-1997

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Wakeley Financial Services

Wakeley Financial Services is a comprehensive financial consulting firm that focuses on building personal relationships while offering a wide range of financial services. The firm aims to help clients clarify their goals, recommend tailored solutions, and monitor their financial progress. They provide timely information on how changing financial conditions may affect clients' investments. Their services are offered through Cerity Partners LLC, a SEC Registered Investment Advisor.Explore more
Wakeley Financial Services's Social MediaPopular SearchesWakeley Financial ServicesWakeley Financial Services IncWakeley Financial ServiceWakeleyfinancial ServicesWakeley Financial Services - HomeSIC Code 62,628NAICS Code 52,523Show more

Wakeley Financial Services Org Chart

PhoneEmail
JM
United States flag for contact location.

Office Manager and Tax Preparer

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wakeley Financial Service...

<$5M
1-10
Private
-
1969
JM
Judy MorganOffice Manager and Tax Preparer
<$5M
11-50
Private
<$5M
1987
<$5M
1-10
Private
-
2002
<$5M
11-50
Private
-
1995
BL
Bud LevyFounder & President
<$5M
1-10
Private
-
1989
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Wakeley Financial Services Tech Stack

A closer look at the technologies used by Wakeley Financial Services

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Frequently Asked Questions Regarding Wakeley Financial Services

What is Wakeley Financial Services's official website?
Wakeley Financial Services's official website is www.wakeleyfinancial.com
What is Wakeley Financial Services's Revenue?
Wakeley Financial Services's revenue is <$5 Million
What is Wakeley Financial Services's SIC code?
Wakeley Financial Services's SIC: 62,628
What is Wakeley Financial Services's NAICS code?
Wakeley Financial Services's NAICS: 52,523
How many employees does Wakeley Financial Services have?
Wakeley Financial Services has 1-10 employees
What industry does Wakeley Financial Services belong to?
Wakeley Financial Services is in the industry of: Finance, Securities Trading
What is Wakeley Financial Services competition?
Wakeley Financial Services top competitors include: Financial Planning Concepts, NestEgg Advisors, Tremper & Roper, Tax Wise Financial Services
What technology does Wakeley Financial Services use?
Some of the popular technologies that Wakeley Financial Services uses are: Cloudflare Website Optimization, Google Font API, Wistia, Neustar UltraDNS
How do I contact Wakeley Financial Services?
Wakeley Financial Services contact info: Phone number: (817) 503-1997 Website: www.wakeleyfinancial.com
What does Wakeley Financial Services do?

Wakeley Financial Services is a comprehensive financial consulting firm that focuses on building personal relationships while offering a wide range of financial services. The firm aims to help clients clarify their goals, recommend tailored solutions, and monitor their financial progress. They provide timely information on how changing financial co... nditions may affect clients' investments. Their services are offered through Cerity Partners LLC, a SEC Registered Investment Advisor.Read More

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

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