Welden Financial

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

38 Spring St, Newnan, Georgia, 30263, Un...

Phone Number

(770) 683-0070

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
2
1
1
1
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1

About Welden Financial

Welden Financial is a family-owned independent wealth management and financial planning practice located in Newnan, Georgia, dedicated to helping high net worth individuals and families flourish. They offer a range of services including financial planning, wealth management, insurance coverage, and estate planning, all tailored to meet the specific needs of their clients. The firm focuses on building meaningful, long-term relationships with clients and the communities they serve, ensuring personalized financial strategies for improved financial well-being. Their mission is to be the planner of choice for families seeking professional, independent guidance in pursuing their financial goals.Explore more
Welden Financial's Social MediaPopular SearchesWelden FinancialWeldon Financial IncWelden Financial ServicesWeldon Business & Financial Solutions LLCWeldon Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Welden Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Welden Financial

<$5M
1-10
Private
-
2004
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
1993
EM
Elizabeth McClellanManager, Client Communications
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Welden Financial Tech Stack

A closer look at the technologies used by Welden Financial

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Frequently Asked Questions Regarding Welden Financial

What is Welden Financial's official website?
Welden Financial's official website is www.weldenfinancial.com
What is Welden Financial's Revenue?
Welden Financial's revenue is <$5 Million
What is Welden Financial's SIC code?
Welden Financial's SIC: 62,628
What is Welden Financial's NAICS code?
Welden Financial's NAICS: 52,523
How many employees does Welden Financial have?
Welden Financial has 1-10 employees
What industry does Welden Financial belong to?
Welden Financial is in the industry of: Finance, Insurance, Securities Trading
What is Welden Financial competition?
Welden Financial top competitors include: Holliger Financial Consultants, Pillar Wealth Management, Sterling Total Wealth Solutions, Investment Services Group
What technology does Welden Financial use?
Some of the popular technologies that Welden Financial uses are: PHP 5.6, WooCommerce, WordPress.org, PHP
How do I contact Welden Financial?
Welden Financial contact info: Phone number: (770) 683-0070 Website: www.weldenfinancial.com
What does Welden Financial do?

Welden Financial is a family-owned independent wealth management and financial planning practice located in Newnan, Georgia, dedicated to helping high net worth individuals and families flourish. They offer a range of services including financial planning, wealth management, insurance coverage, and estate planning, all tailored to meet the specific... needs of their clients. The firm focuses on building meaningful, long-term relationships with clients and the communities they serve, ensuring personalized financial strategies for improved financial well-being. Their mission is to be the planner of choice for families seeking professional, independent guidance in pursuing their financial goals.Read More

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

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