Weber Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2731 Village Creek St, Prosper, Texas, 7...

Phone Number

(319) 654-6812

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 Weber Financial

Berthel Financial is a financial services firm dedicated to working in the best interests of its clients through comprehensive financial and wealth planning, portfolio management, and retirement strategies. They serve individuals, families, business owners, retirees, and near-retirees by creating tailored financial plans that address their unique goals and needs. The firm emphasizes active participation in financial planning, offering services such as tax minimization strategies, legacy planning, and social security maximization. Their mission is to help clients enjoy their lives today and in the future by providing the necessary tools and guidance for financial success.Explore more
Popular SearchesWeber FinancialSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Weber Financial

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
CD
Cory DaughertyTrust Advisor and Financial Representative
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2005
GD
Gabrielle DuranRelationship Manager
<$5M
1-10
Private
-
2019
VW
Viv WoolfordFounder & Principal
<$5M
1-10
Private
-
2009
EJ
Eric JudyFounder & Financial Advisor & Investment Advisor & Representative & Insurance Broker
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Weber Financial Tech Stack

A closer look at the technologies used by Weber Financial

Top Finance Companies

Frequently Asked Questions Regarding Weber Financial

What is Weber Financial's official website?
Weber Financial's official website is www.btberthel.com
What is Weber Financial's Revenue?
Weber Financial's revenue is <$5 Million
What is Weber Financial's SIC code?
Weber Financial's SIC: 62,628
What is Weber Financial's NAICS code?
Weber Financial's NAICS: 52,523
How many employees does Weber Financial have?
Weber Financial has 1-10 employees
What industry does Weber Financial belong to?
Weber Financial is in the industry of: Finance, Securities Trading
What is Weber Financial competition?
Weber Financial top competitors include: Guardian Retirement Strategies, Woolford Financial, Flaherty Financial Group, Retirement Advisers
What technology does Weber Financial use?
Some of the popular technologies that Weber Financial uses are: GoDaddy DNS, Cloudflare Security, Cloudflare DNS
How do I contact Weber Financial?
Weber Financial contact info: Phone number: (319) 654-6812 Website: www.btberthel.com
What does Weber Financial do?

Berthel Financial is a financial services firm dedicated to working in the best interests of its clients through comprehensive financial and wealth planning, portfolio management, and retirement strategies. They serve individuals, families, business owners, retirees, and near-retirees by creating tailored financial plans that address their unique g... oals and needs. The firm emphasizes active participation in financial planning, offering services such as tax minimization strategies, legacy planning, and social security maximization. Their mission is to help clients enjoy their lives today and in the future by providing the necessary tools and guidance for financial success.Read More

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

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