WG Financial Group

Finance · Tennessee, United States · 1-10 Employees

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Overview

Headquarters

300 Seven Springs Way Apt 401, Brentwood...

Phone Number

(256) 799-0269

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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ZI Rank
1
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About WG Financial Group

WG Financial Group offers personalized wealth management and financial planning services in Huntsville, Alabama, and Brentwood, Tennessee. They cater to individuals, families, and businesses, focusing on retirement planning, investments, tax-efficient strategies, and estate planning. The firm emphasizes a client-centered approach, ensuring that financial strategies align with the unique goals of their clients. Their mission is to help clients achieve financial confidence and freedom in retirement.Explore more
WG Financial Group's Social MediaPopular SearchesWG Financial GroupWorldfinancialgroup ComWG FinancialWG Financial Group LLCWg Financial LLCSIC Code 62,628NAICS Code 52,523Show more

WG Financial Group Org Chart

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Director, Operations

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Manager, Front Office Operations

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Client Service Manager

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Compare Similar Companies to WG Financial Group

Compare insights from companies similar to WG Financial 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

WG Financial Group

<$5M
1-10
Private
-
2012
JW
Jennifer WallaceDirector, Operations
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2018
SM
Shawni MrkvickaVice President, Operations
<$5M
11-50
Private
-
2007
JK
Jessi KraftVice President, Operations
<$5M
1-10
Private
-
2004
IW
Ian WoodsInvestment Advisor & Representative & Agent
<$5M
1-10
Private
-
-
DT
David TreeceFinancial Planner
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

WG Financial Group Tech Stack

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Frequently Asked Questions Regarding WG Financial Group

What is WG Financial Group's official website?
WG Financial Group's official website is www.wgfinancialgroup.com
What is WG Financial Group's Revenue?
WG Financial Group's revenue is <$5 Million
What is WG Financial Group's SIC code?
WG Financial Group's SIC: 62,628
What is WG Financial Group's NAICS code?
WG Financial Group's NAICS: 52,523
How many employees does WG Financial Group have?
WG Financial Group has 1-10 employees
What industry does WG Financial Group belong to?
WG Financial Group is in the industry of: Finance, Securities Trading
What is WG Financial Group competition?
WG Financial Group top competitors include: Woods Financial, Clients Excel Financial, Spiehs Wealth Management, The Holland Group
What technology does WG Financial Group use?
Some of the popular technologies that WG Financial Group uses are: Adobe Typekit, Wistia, Microsoft 365, Google Tag Manager
How do I contact WG Financial Group?
WG Financial Group contact info: Phone number: (256) 799-0269 Website: www.wgfinancialgroup.com
What does WG Financial Group do?

WG Financial Group offers personalized wealth management and financial planning services in Huntsville, Alabama, and Brentwood, Tennessee. They cater to individuals, families, and businesses, focusing on retirement planning, investments, tax-efficient strategies, and estate planning. The firm emphasizes a client-centered approach, ensuring that fin... ancial strategies align with the unique goals of their clients. Their mission is to help clients achieve financial confidence and freedom in retirement.Read More

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

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