Weiser Financial Group

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

3595 Grandview Pkwy Ste 475, Birmingham,...

Phone Number

(941) 363-1004

Revenue

$6.9 Million

Industry

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

Edelman Financial Engines provides a range of financial services including wealth management, retirement planning, and tax guidance, tailored to individual client needs. The firm emphasizes a holistic approach to financial planning and strives to deliver actionable strategies that align with clients' goals and life changes. With over 1.3 million clients and managing $293 billion in assets, they are recognized for their high client satisfaction and comprehensive planning solutions. Their services cater to a diverse clientele, aiming to enhance financial wellness through personalized advice and support.Explore more
Weiser Financial Group's Social MediaPopular SearchesWeiser Financial Group LLCWessel Financial Group LLCWeiser Insurance Group LLCSIC Code 62,628NAICS Code 52,523Show more

Weiser Financial Group Org Chart

PhoneEmail
NG
United States flag for contact location.

Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Weiser Financial Group

$6.9M
1-10
Private
-
2008
NG
Neil GilfedderChief Investment Officer
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
1-10
Private
-
1998
LS
Lee SilerPresident & CEO
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
2005
DO
Daniel OlcottPresident & Owner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Weiser Financial Group Tech Stack

A closer look at the technologies used by Weiser Financial Group

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Frequently Asked Questions Regarding Weiser Financial Group

What is Weiser Financial Group's official website?
Weiser Financial Group's official website is www.weiserfinancialgroup.com
What is Weiser Financial Group's Revenue?
Weiser Financial Group's revenue is $6.9 Million
What is Weiser Financial Group's SIC code?
Weiser Financial Group's SIC: 62,628
What is Weiser Financial Group's NAICS code?
Weiser Financial Group's NAICS: 52,523
How many employees does Weiser Financial Group have?
Weiser Financial Group has 1-10 employees
What industry does Weiser Financial Group belong to?
Weiser Financial Group is in the industry of: Finance, Securities Trading
What is Weiser Financial Group competition?
Weiser Financial Group top competitors include: Siler Wealth Management, Pacific Coast Wealth Management, Evanson Asset Management, Longhouse Investments
What technology does Weiser Financial Group use?
Some of the popular technologies that Weiser Financial Group uses are: WordPress.org, PHP, Google Universal Analytics, DigiCert
How do I contact Weiser Financial Group?
Weiser Financial Group contact info: Phone number: (941) 363-1004 Website: www.weiserfinancialgroup.com
What does Weiser Financial Group do?

Edelman Financial Engines provides a range of financial services including wealth management, retirement planning, and tax guidance, tailored to individual client needs. The firm emphasizes a holistic approach to financial planning and strives to deliver actionable strategies that align with clients' goals and life changes. With over 1.3 million cl... ients and managing $293 billion in assets, they are recognized for their high client satisfaction and comprehensive planning solutions. Their services cater to a diverse clientele, aiming to enhance financial wellness through personalized advice and support.Read More

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

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