Weller Group

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

6206 Slocum Rd N, Ontario, New York, 145...

Phone Number

(315) 524-8000

Revenue

$6.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Weller Group

Weller Financial Group is a financial advisory practice located in the Finger Lakes region of New York, specializing in financial and retirement planning. Owned by Tim Weller, Adam Casper, Christine McTigue, and Dillon Flaherty, the firm has over 30 years of experience serving individuals, families, and corporations in the Ontario area. They offer integrated financial plans tailored to meet the unique needs of their clients. The company operates under Commonwealth Financial Network, a Registered Investment Adviser.Explore more
Weller Group's Social MediaPopular SearchesWeller Group LLCthe weller group LLCWeller GroupThe Weller Group IncWeller Group IncSIC Code 62,628NAICS Code 52,523Show more

Weller Group Org Chart

PhoneEmail
CM
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Director, Operations

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JD
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Director, Client Service & Practice Managemen...

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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Weller Group

$6.9M
11-50
Private
-
2018
CM
Christine McTigueDirector, Operations
$6.7M
11-50
Private
-
1998
SL
Scott LutherWealth Management Advisor
$5.1M
11-50
Private
-
2019
GE
Gretchen EamesVice President, Operations
<$5M
1-10
Private
-
2023
MG
Martha GannonLicensed Paraplanner
<$5M
1-10
Private
-
2000
CB
Christopher BakerFinancial Advisor & Co-Founder
<$5M
1-10
Private
-
1997
TM
Tracey MeyerManager, Operations
<$5M
1-10
Private
-
1984
AS
Allison SchwartzManager, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Weller Group Tech Stack

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Frequently Asked Questions Regarding Weller Group

What is Weller Group's official website?
Weller Group's official website is www.wellergroupllc.com
What is Weller Group's Revenue?
Weller Group's revenue is $6.9 Million
What is Weller Group's SIC code?
Weller Group's SIC: 62,628
What is Weller Group's NAICS code?
Weller Group's NAICS: 52,523
How many employees does Weller Group have?
Weller Group has 11-50 employees
What industry does Weller Group belong to?
Weller Group is in the industry of: Finance, Securities Trading
What is Weller Group competition?
Weller Group top competitors include: Stratton & Cote Financial, Center for Wealth Management, Lexington Financial, Oaktree Financial Advisors
What technology does Weller Group use?
Some of the popular technologies that Weller Group uses are: DocuSign, PHP, Google Font API, Node.js
How do I contact Weller Group?
Weller Group contact info: Phone number: (315) 524-8000 Website: www.wellergroupllc.com
What does Weller Group do?

Weller Financial Group is a financial advisory practice located in the Finger Lakes region of New York, specializing in financial and retirement planning. Owned by Tim Weller, Adam Casper, Christine McTigue, and Dillon Flaherty, the firm has over 30 years of experience serving individuals, families, and corporations in the Ontario area. They offer... integrated financial plans tailored to meet the unique needs of their clients. The company operates under Commonwealth Financial Network, a Registered Investment Adviser.Read More

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

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