Wheeler Financial Solutions

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

535 Wellington Way Ste 240, Lexington, K...

Phone Number

(859) 219-2400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Wheeler Financial Solutions

Wheeler Financial Solutions is dedicated to providing exceptional customer experiences through trust, transparency, integrity, and commitment. They offer a range of services including cash flow and debt management, family risk management, and retirement planning, tailored to meet the needs of their clients. The company focuses on building lasting relationships with clients by providing smart advice and disciplined service. Their intended clients include individuals seeking financial guidance at various stages of life.Explore more
Wheeler Financial Solutions's Social MediaPopular SearchesWheeler Financial Solutions PLLCWheeler Financial ServicesWheeler Financial SolutionsWheeler Financial Services PLLCFinancial Services PLLCSIC Code 62,628NAICS Code 52,523Show more

Wheeler Financial Solutions Org Chart

PhoneEmail
PW
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President & Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wheeler Financial Solutio...

<$5M
1-10
Private
<$5M
2006
PW
Peter WheelerPresident & Owner
$5M
11-50
Private
<$5M
1967
DC
David CamarilloDirector, Advisory Services
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
1979
DR
Desira ReitanManager, Payroll
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
2006
GD
Gregory DekkerManager, Risk
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wheeler Financial Solutions financials insights

Gather financial insights about Wheeler Financial Solutions, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$50K

See All Wheeler Financial Solutions's Financials Insights

Wheeler Financial Solutions Tech Stack

A closer look at the technologies used by Wheeler Financial Solutions

Top Finance Companies

Frequently Asked Questions Regarding Wheeler Financial Solutions

What is Wheeler Financial Solutions's official website?
Wheeler Financial Solutions's official website is www.wheelerfinancial.net
What is Wheeler Financial Solutions's Revenue?
Wheeler Financial Solutions's revenue is <$5 Million
What is Wheeler Financial Solutions's SIC code?
Wheeler Financial Solutions's SIC: 62,628
What is Wheeler Financial Solutions's NAICS code?
Wheeler Financial Solutions's NAICS: 52,523
How many employees does Wheeler Financial Solutions have?
Wheeler Financial Solutions has 1-10 employees
What industry does Wheeler Financial Solutions belong to?
Wheeler Financial Solutions is in the industry of: Finance, Securities Trading
What is Wheeler Financial Solutions competition?
Wheeler Financial Solutions top competitors include: Fountainhead Wealth, Sopher Financial Group, Waterford Advisors, Leivas Tax Wealth
What technology does Wheeler Financial Solutions use?
Some of the popular technologies that Wheeler Financial Solutions uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Wheeler Financial Solutions?
Wheeler Financial Solutions contact info: Phone number: (859) 219-2400 Website: www.wheelerfinancial.net
What does Wheeler Financial Solutions do?

Wheeler Financial Solutions is dedicated to providing exceptional customer experiences through trust, transparency, integrity, and commitment. They offer a range of services including cash flow and debt management, family risk management, and retirement planning, tailored to meet the needs of their clients. The company focuses on building lasting r... elationships with clients by providing smart advice and disciplined service. Their intended clients include individuals seeking financial guidance at various stages of life.Read More

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

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