Weller Group

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

View Company Info for Free

Overview

Headquarters

6206 Slocum Rd, Ontario, New York, 14519...

Phone Number

(315) 524-8000

Revenue

$6.9 Million

Industry

Finance Securities Trading Lending & Brokerage

About Weller Group

Weller Financial Group is a financial advisory practice located in the Finger Lakes region of New York, owned by Tim Weller, Adam Casper, Christine McTigue, and Dillon Flaherty. With over 30 years of experience, they provide comprehensive financial and retirement planning services to individuals, families, and corporations in and around Ontario. Their expertise allows them to create integrated financial plans tailored to their clients' needs. The firm operates under Commonwealth Financial Network, a Registered Investment Adviser.Explore more
Weller Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Weller Group Org Chart

PhoneEmail
CM
United States flag for contact location.

Director, Operations

PhoneEmail
JD
United States flag for contact location.

Director, Client Service & Practice Managemen...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
KG
United States flag for contact location.

Office Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Weller Group

Compare insights from companies similar to Weller Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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
MJ
Matt JanickiWealth Management Advisor
$5.1M
11-50
Private
-
2019
GE
Gretchen EamesVice President, Operations
<$5M
1-10
Private
-
2000
ES
Edward SnyderCo-Founder & President
<$5M
1-10
Private
-
1997
TM
Tracey MeyerManager, Operations
<$5M
1-10
Private
-
1984
AS
Allison SchwartzManager, Client Services
Illustration of an envelope

Weller Group Tech Stack

A closer look at the technologies used by Weller Group

Top Finance Companies

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, Lending & Brokerage
What is Weller Group competition?
Weller Group top competitors include: Center for Wealth Management, Lexington Financial, Oaktree Financial Advisors, Rigney Financial Services
What technology does Weller Group use?
Some of the popular technologies that Weller Group uses are: DocuSign, Google Font API, Google Tag Manager, Amazon Web Hosting
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, owned by Tim Weller, Adam Casper, Christine McTigue, and Dillon Flaherty. With over 30 years of experience, they provide comprehensive financial and retirement planning services to individuals, families, and corporations in and around Ontario. Th... eir expertise allows them to create integrated financial plans tailored to their clients' needs. The firm 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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.