Webb Financial Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

26050 Acero, Mission Viejo, California, ...

Phone Number

(949) 328-4210

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Webb Financial Group

Webb Financial Group is a registered investment adviser specializing in personalized financial planning and investment strategies, focusing on individual goals. They provide transparent client education to help clients make informed decisions and maintain excellent communication through various platforms. As a Dave Ramsey SmartVestor Pro, Shannon Webb emphasizes trust, prudence, and customer service while advising families, professionals, and retirees. The firm is dedicated to assisting clients in retirement planning, investments, and college savings, often collaborating with other professionals for comprehensive financial assistance.Explore more
Popular SearchesWebb Financial Group LLCWebb Financial GroupSmartVestor ProWebb Financial Group - IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Webb Financial Group

<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1995
DB
Darlene BurlesonDirector, Client Services
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2012
CD
Clifford DownieFinancial Planner
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

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Low Activity

High Activity

Activity Insights

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

What does this means?

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

Webb Financial Group Tech Stack

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Webb Financial Group News & Media

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Frequently Asked Questions Regarding Webb Financial Group

What is Webb Financial Group's official website?
Webb Financial Group's official website is www.webbfinancialgrp.com
What is Webb Financial Group's Revenue?
Webb Financial Group's revenue is <$5 Million
What is Webb Financial Group's SIC code?
Webb Financial Group's SIC: 62,628
What is Webb Financial Group's NAICS code?
Webb Financial Group's NAICS: 52,523
How many employees does Webb Financial Group have?
Webb Financial Group has 1-10 employees
What industry does Webb Financial Group belong to?
Webb Financial Group is in the industry of: Finance, Securities Trading
What is Webb Financial Group competition?
Webb Financial Group top competitors include: Cliff Downie, Burleson Financial Strategies, Ratcliff Financial Services, Stockade Wealth Management
What technology does Webb Financial Group use?
Some of the popular technologies that Webb Financial Group uses are: Google Cloud Web Serving, Google Cloud Platform, Sectigo, Google Workspace
How do I contact Webb Financial Group?
Webb Financial Group contact info: Phone number: (949) 328-4210 Website: www.webbfinancialgrp.com
What does Webb Financial Group do?

Webb Financial Group is a registered investment adviser specializing in personalized financial planning and investment strategies, focusing on individual goals. They provide transparent client education to help clients make informed decisions and maintain excellent communication through various platforms. As a Dave Ramsey SmartVestor Pro, Shannon W... ebb emphasizes trust, prudence, and customer service while advising families, professionals, and retirees. The firm is dedicated to assisting clients in retirement planning, investments, and college savings, often collaborating with other professionals for comprehensive financial assistance.Read More

Is Webb Financial Group a public company?
Webb Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Webb Financial Group

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