Westerman Financial Services

Finance · Oklahoma, United States · 1-10 Employees

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Overview

Headquarters

12315 E 86th St N Ste 101, Owasso, Oklah...

Phone Number

(918) 401-9100

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Westerman Financial Services

Westerman Financial Services is a wealth management firm based in Owasso, OK, dedicated to helping local families navigate investment opportunities with clarity and care. They offer a range of services including retirement planning, insurance consulting, income planning, and support for small business owners. The firm emphasizes the importance of family and personal experience in providing tailored financial strategies. Their goal is to build lasting relationships with clients as they guide them through various life stages.Explore more
Westerman Financial Services's Social MediaPopular SearchesWesterman Financial ServicesWesterman Financial Services LLCThe Owasso Chamber of CommerceWestermaninvestmentsSIC Code 62,628NAICS Code 52,523Show more

Westerman Financial Services Org Chart

PhoneEmail
JF
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Wealth Advisor

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CP
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Client Service Administrator

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MW
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Financial Consultant and Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Westerman Financial Servi...

<$5M
1-10
Private
-
-
JF
Jeremy FordWealth Advisor
<$5M
11-50
Private
-
1999
<$5M
1-10
Private
-
-
VP
Vicki PortincasoSenior Executive Assistant & Director, Operations
<$5M
1-10
Private
-
-
ML
Mark LebovicInvestment & Insurance Professional
<$5M
1-10
Private
-
2004
<$5M
1-10
Private
-
-
SW
Stuart WeierCertified Financial Tm Planner & Professional
<$5M
1-10
Private
-
2002
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Westerman Financial Services Tech Stack

A closer look at the technologies used by Westerman Financial Services

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Frequently Asked Questions Regarding Westerman Financial Services

What is Westerman Financial Services's official website?
Westerman Financial Services's official website is www.westermanfs.com
What is Westerman Financial Services's Revenue?
Westerman Financial Services's revenue is <$5 Million
What is Westerman Financial Services's SIC code?
Westerman Financial Services's SIC: 62,628
What is Westerman Financial Services's NAICS code?
Westerman Financial Services's NAICS: 52,523
How many employees does Westerman Financial Services have?
Westerman Financial Services has 1-10 employees
What industry does Westerman Financial Services belong to?
Westerman Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Westerman Financial Services competition?
Westerman Financial Services top competitors include: Park Avenue Investments, Weier Financial, Whetstone Financial, Peterson Wealth Advisors
What technology does Westerman Financial Services use?
Some of the popular technologies that Westerman Financial Services uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Westerman Financial Services?
Westerman Financial Services contact info: Phone number: (918) 401-9100 Website: www.westermanfs.com
What does Westerman Financial Services do?

Westerman Financial Services is a wealth management firm based in Owasso, OK, dedicated to helping local families navigate investment opportunities with clarity and care. They offer a range of services including retirement planning, insurance consulting, income planning, and support for small business owners. The firm emphasizes the importance of f... amily and personal experience in providing tailored financial strategies. Their goal is to build lasting relationships with clients as they guide them through various life stages.Read More

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

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