Wealth Progression Group

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

1000 Shelard Pkwy Ste 220, Minneapolis, ...

Phone Number

(952) 666-2525

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Wealth Progression Group

Wealth Progression Group is an independent brokerage founded by Wealth Strategist Robin Edgar, who has over 30 years of experience serving clients across the United States. The company specializes in creating personalized wealth strategies that cater to the unique needs and goals of individuals and families at any stage of their financial journey. Their services include retirement planning, estate management, investment advice, insurance, and tax strategies. Wealth Progression Group prioritizes building trust and confidence with their clients through clear communication and tailored financial solutions.Explore more
Wealth Progression Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Wealth Progression Group Org Chart

PhoneEmail
MP
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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Progression Group

<$5M
1-10
Private
-
2019
MP
Meghan PedersonManager, Operations
<$5M
1-10
Private
-
2019
TT
Tiffani TherrienCo-Founder & Financial, Aif, Fpqp Advisor
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Wealth Progression Group Tech Stack

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Frequently Asked Questions Regarding Wealth Progression Group

What is Wealth Progression Group's official website?
Wealth Progression Group's official website is www.wealthprogressiongroup.com
What is Wealth Progression Group's Revenue?
Wealth Progression Group's revenue is <$5 Million
What is Wealth Progression Group's SIC code?
Wealth Progression Group's SIC: 62,628
What is Wealth Progression Group's NAICS code?
Wealth Progression Group's NAICS: 52,523
How many employees does Wealth Progression Group have?
Wealth Progression Group has 1-10 employees
What industry does Wealth Progression Group belong to?
Wealth Progression Group is in the industry of: Finance, Insurance, Securities Trading
What is Wealth Progression Group competition?
Wealth Progression Group top competitors include: Intentional Wealth Solutions
What technology does Wealth Progression Group use?
Some of the popular technologies that Wealth Progression Group uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager
How do I contact Wealth Progression Group?
Wealth Progression Group contact info: Phone number: (952) 666-2525 Website: www.wealthprogressiongroup.com
What does Wealth Progression Group do?

Wealth Progression Group is an independent brokerage founded by Wealth Strategist Robin Edgar, who has over 30 years of experience serving clients across the United States. The company specializes in creating personalized wealth strategies that cater to the unique needs and goals of individuals and families at any stage of their financial journey.... Their services include retirement planning, estate management, investment advice, insurance, and tax strategies. Wealth Progression Group prioritizes building trust and confidence with their clients through clear communication and tailored financial solutions.Read More

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

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