WDW Financial

Finance · Texas, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

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

Phone Number

(469) 621-1800

Revenue

<$5 Million

Industry

Finance Securities Trading

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 MediaSIC Code 62,628NAICS Code 52,523Show more

WDW Financial Org Chart

PhoneEmail
DH
United States flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to WDW Financial

Compare insights from companies similar to WDW Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WDW Financial

<$5M
11-50
Private
-
1937
DH
Donna HeinleyManager, Operations
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
1-10
Private
-
2014
AD
Alyssa DonaldsonFinancial Advisor
<$5M
1-10
Private
-
2001
DB
Debi BrownDirector, Operations
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2012
JB
Jeff BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

WDW Financial Tech Stack

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: Google Cloud Web Serving, Google Cloud Platform, Salesforce Marketing Cloud, Microsoft 365
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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.