Werner Financial Group

Finance · Oregon, United States · 11-50 Employees

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Overview

Headquarters

696 Mcvey Ave Ste 201, Lake Oswego, Oreg...

Phone Number

(503) 546-5649

Revenue

$9.6 Million

Industry

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

Werner Financial Group specializes in investment management, retirement plan consulting, and estate investment planning strategies. The firm assists clients, including companies, individuals, and family trusts, in growing and preserving wealth throughout various stages of their financial life cycle. Their services encompass investment guidance, financial planning, and estate planning, with a focus on asset preservation for retirement. While they provide comprehensive financial services, they do not offer legal or tax advice.Explore more
Werner Financial Group's Social MediaPopular SearchesWerner Financial Group LLCWerner Financial GroupWerner Financial Group IncWerner FinancialNiedermeyer Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Werner Financial Group Org Chart

PhoneEmail
CW
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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Werner Financial Group

$9.6M
11-50
Private
-
2011
CW
Christopher WernerManaging Director
<$5M
1-10
Private
-
2015
AL
Athena LuczakOffice Manager
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
-
2005
BS
Bryce StreetBranch Office Manager
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Werner Financial Group Tech Stack

A closer look at the technologies used by Werner Financial Group

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Frequently Asked Questions Regarding Werner Financial Group

What is Werner Financial Group's official website?
Werner Financial Group's official website is www.wernerfinancialgroup.com
What is Werner Financial Group's Revenue?
Werner Financial Group's revenue is $9.6 Million
What is Werner Financial Group's SIC code?
Werner Financial Group's SIC: 62,628
What is Werner Financial Group's NAICS code?
Werner Financial Group's NAICS: 52,523
How many employees does Werner Financial Group have?
Werner Financial Group has 11-50 employees
What industry does Werner Financial Group belong to?
Werner Financial Group is in the industry of: Finance, Securities Trading
What is Werner Financial Group competition?
Werner Financial Group top competitors include: Reynolds Wealth Management, Ashokan Wealth Management, Furlong Investment Solutions, La Pointe Wealth Management
What technology does Werner Financial Group use?
Some of the popular technologies that Werner Financial Group uses are: Google Font API, Google Tag Manager, Font Awesome, DigiCert
How do I contact Werner Financial Group?
Werner Financial Group contact info: Phone number: (503) 546-5649 Website: www.wernerfinancialgroup.com
What does Werner Financial Group do?

Werner Financial Group specializes in investment management, retirement plan consulting, and estate investment planning strategies. The firm assists clients, including companies, individuals, and family trusts, in growing and preserving wealth throughout various stages of their financial life cycle. Their services encompass investment guidance, fin... ancial planning, and estate planning, with a focus on asset preservation for retirement. While they provide comprehensive financial services, they do not offer legal or tax advice.Read More

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

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