Wealth Guardian Group

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

1757 E Baseline Rd Ste 118, Gilbert, Ari...

Phone Number

(480) 987-9951

Revenue

<$5 Million

Industry

Finance Insurance Organizations Business Services Securities Trading Law Firms & Legal Services Accounting for Legal Practices Non-Profit & Charitable Organizations
ZI Rank: 1
Signal Type
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ZI Rank
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About Wealth Guardian Group

Wealth Guardian Group is an independent full-service financial planning and investment management firm that also operates as an insurance broker, working with over 120 insurance companies. Additionally, they provide tax preparation, planning, payroll, and bookkeeping services through their tax and accounting firm. Their legal services include certified legal document preparation and estate planning. The company aims to integrate all financial services for their clients, ensuring a comprehensive approach to financial management.Explore more
Wealth Guardian Group's Social MediaPopular SearchesWealth Guardian GroupWealth Guardian Group PLLCWealth Guardian Group IncWealth Guardian Hope FoundationWealth Investment Group LLCSIC Code 62,628NAICS Code 52,523Show more

Wealth Guardian Group Org Chart

PhoneEmail
JD
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Founder & President

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AD
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President, The Wealth Guardian Hope Foundatio...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Guardian Group

<$5M
1-10
Private
<$5M
2007
JD
Jared DanielFounder & President
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
1996
Jordan Kreiner, President & Founder & Investment Advisor & Representative at Kreiner Financial Wealth Management
Jordan KreinerPresident & Founder & Investment Advisor & Representative
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2002
GM
Gabrielle MejiaChief Marketing Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth Guardian Group financials insights

Gather financial insights about Wealth Guardian Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$38K

See All Wealth Guardian Group's Financials Insights

Wealth Guardian Group Tech Stack

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Frequently Asked Questions Regarding Wealth Guardian Group

What is Wealth Guardian Group's official website?
Wealth Guardian Group's official website is www.wealthguardiangroup.com
What is Wealth Guardian Group's Revenue?
Wealth Guardian Group's revenue is <$5 Million
What is Wealth Guardian Group's SIC code?
Wealth Guardian Group's SIC: 62,628
What is Wealth Guardian Group's NAICS code?
Wealth Guardian Group's NAICS: 52,523
How many employees does Wealth Guardian Group have?
Wealth Guardian Group has 1-10 employees
What industry does Wealth Guardian Group belong to?
Wealth Guardian Group is in the industry of: Finance, Insurance, Organizations
What is Wealth Guardian Group competition?
Wealth Guardian Group top competitors include: Fountainhead Wealth, Radnor Financial Advisors, Kreiner Financial Wealth Management, The Holland Group
What technology does Wealth Guardian Group use?
Some of the popular technologies that Wealth Guardian Group uses are: WordPress.org, PHP, HubSpot, Microsoft 365
How do I contact Wealth Guardian Group?
Wealth Guardian Group contact info: Phone number: (480) 987-9951 Website: www.wealthguardiangroup.com
What does Wealth Guardian Group do?

Wealth Guardian Group is an independent full-service financial planning and investment management firm that also operates as an insurance broker, working with over 120 insurance companies. Additionally, they provide tax preparation, planning, payroll, and bookkeeping services through their tax and accounting firm. Their legal services include certi... fied legal document preparation and estate planning. The company aims to integrate all financial services for their clients, ensuring a comprehensive approach to financial management.Read More

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

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