WDW Financial

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

2600 N Central Expy Ste 575, Richardson,...

Phone Number

(469) 621-1800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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May
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ZI Rank
1
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About WDW Financial

WDW Financial specializes in personalized financial planning solutions for individuals, families, and companies in the greater Dallas area. With over 50 years of experience, they focus on helping mid-career families retire with confidence and assisting businesses in managing corporate retirement plans. Their dedicated team aims to simplify financial lives and proactively plan for the future. WDW Financial is committed to guiding clients in building, protecting, and preserving their wealth through a tailored approach.Explore more
WDW Financial's Social MediaPopular SearchesWDW FinancialWestbrooks Dugger & Westbrooks FinancialWestbrooks Financial ServicesWestbrook Financial ServiceWestbrooksdugger & Westbrooks FinancialSIC Code 62,628NAICS Code 52,523Show more

WDW Financial Org Chart

PhoneEmail
GL
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Manager, Planning

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DH
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Manager, Operations

PhoneEmail
LH
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Supervisor, Client Service

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DD
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Partner

PhoneEmail
SF
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Partner

PhoneEmail
DM
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Partner

PhoneEmail
DM
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Partner

PhoneEmail
MW
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Partner

PhoneEmail
KK
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Tax Advisor

PhoneEmail
WL
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Financial Planner

PhoneEmail
RK
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Financial Associate & Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WDW Financial

<$5M
11-50
Private
-
1937
GL
Gary LavigneManager, Planning
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
1-10
Private
-
2014
HW
Holly WhireClient Service Associate
<$5M
1-10
Private
-
2001
JG
Joshua GomezDirector, Retirement Plan Services
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2012
JB
J. BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WDW Financial Tech Stack

A closer look at the technologies used by WDW Financial

Top Finance Companies

Frequently Asked Questions Regarding WDW Financial

What is WDW Financial's official website?
WDW Financial's official website is www.wdwfinancial.com
What is WDW Financial's Revenue?
WDW Financial's revenue is <$5 Million
What is WDW Financial's SIC code?
WDW Financial's SIC: 62,628
What is WDW Financial's NAICS code?
WDW Financial's NAICS: 52,523
How many employees does WDW Financial have?
WDW Financial has 11-50 employees
What industry does WDW Financial belong to?
WDW Financial is in the industry of: Finance, Securities Trading
What is WDW Financial competition?
WDW Financial top competitors include: Wealth Advisory Services, Kolinsky Wealth Management, JLB Wealth Management Group, Core Wealth Management
What technology does WDW Financial use?
Some of the popular technologies that WDW Financial uses are: WordPress.org, PHP, Google Cloud Web Serving, Google Cloud Platform
How do I contact WDW Financial?
WDW Financial contact info: Phone number: (469) 621-1800 Website: www.wdwfinancial.com
What does WDW Financial do?

WDW Financial specializes in personalized financial planning solutions for individuals, families, and companies in the greater Dallas area. With over 50 years of experience, they focus on helping mid-career families retire with confidence and assisting businesses in managing corporate retirement plans. Their dedicated team aims to simplify financia... l lives and proactively plan for the future. WDW Financial is committed to guiding clients in building, protecting, and preserving their wealth through a tailored approach.Read More

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

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