WG Financial

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

370 Old Country Rd If Using Gps Enter Ea...

Phone Number

(516) 267-6110

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About WG Financial

WG Financial provides investment and retirement plan consulting services, helping clients navigate the complex investment landscape. They emphasize the importance of understanding suitable investment products and fostering trustworthy relationships with representatives. Their advisory services are offered through LPL Financial and Private Advisor Group, ensuring a comprehensive approach to financial planning. WG Financial primarily serves clients in various states, including AZ, CA, CO, and others.Explore more
Popular SearchesWG Financial LLCSIC Code 62,628NAICS Code 52,523Show more

WG Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WG Financial

<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2005
DH
Diane HagerstromManager, Operations
<$5M
1-10
Private
-
1932
KF
Kimberly FenskeDirector, Client Services
<$5M
1-10
Private
-
2000
BH
Becky HummAdministrative Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2019
RB
Richard BernsteinManaging Director
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

WG Financial Tech Stack

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Frequently Asked Questions Regarding WG Financial

What is WG Financial's official website?
WG Financial's official website is www.wgfcfp.com
What is WG Financial's Revenue?
WG Financial's revenue is <$5 Million
What is WG Financial's SIC code?
WG Financial's SIC: 62,628
What is WG Financial's NAICS code?
WG Financial's NAICS: 52,523
How many employees does WG Financial have?
WG Financial has 1-10 employees
What industry does WG Financial belong to?
WG Financial is in the industry of: Finance, Securities Trading
What is WG Financial competition?
WG Financial top competitors include: Sage Financial, Stratos Wealth Partners, Independence Financial, National Financial Services
What technology does WG Financial use?
Some of the popular technologies that WG Financial uses are: jQuery
How do I contact WG Financial?
WG Financial contact info: Phone number: (516) 267-6110 Website: www.wgfcfp.com
What does WG Financial do?

WG Financial provides investment and retirement plan consulting services, helping clients navigate the complex investment landscape. They emphasize the importance of understanding suitable investment products and fostering trustworthy relationships with representatives. Their advisory services are offered through LPL Financial and Private Advisor G... roup, ensuring a comprehensive approach to financial planning. WG Financial primarily serves clients in various states, including AZ, CA, CO, and others.Read More

Is WG Financial a public company?
WG Financial is private company therefore does not currently have an official ticker symbol
See more information about WG Financial

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