Wheeler Financial

Finance · Delaware, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

2961 Centerville Rd Ste 150, Wilmington,...

Phone Number

(302) 543-5585

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Wheeler Financial

Wheeler Financial specializes in financial planning that emphasizes the human side of investing through Behavioral Finance. They offer a comprehensive LIVE Financial Planning Process designed to help clients achieve their financial goals, whether they are preparing for retirement or planning for future expenses. The firm focuses on understanding each client's unique financial picture and provides tailored advice to address their specific needs. Their services include guidance on various financial decisions, ensuring clients make informed, data-driven choices.Explore more
Wheeler Financial's Social MediaPopular SearchesWheeler Financial LLCWheeler FinancialWheeler Financial Advisors IncWheelerfinancial LLCSIC Code 62,628NAICS Code 52,523Show more

Wheeler Financial Org Chart

PhoneEmail
KC
United States flag for contact location.

Director, Client Services

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
SC
United States flag for contact location.

Manager, Client Services

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Wheeler Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Wheeler Financial

Compare insights from companies similar to Wheeler Financial, 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

Wheeler Financial

<$5M
1-10
Private
-
2007
KC
Kimberly CoxDirector, Client Services
<$5M
1-10
Private
-
1962
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
AK
Andrea KarkosFinancial Advisor
<$5M
1-10
Private
-
1997
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wheeler Financial Tech Stack

A closer look at the technologies used by Wheeler Financial

Top Finance Companies

Frequently Asked Questions Regarding Wheeler Financial

What is Wheeler Financial's official website?
Wheeler Financial's official website is www.wheelerfinancial-llc.com
What is Wheeler Financial's Revenue?
Wheeler Financial's revenue is <$5 Million
What is Wheeler Financial's SIC code?
Wheeler Financial's SIC: 62,628
What is Wheeler Financial's NAICS code?
Wheeler Financial's NAICS: 52,523
How many employees does Wheeler Financial have?
Wheeler Financial has 1-10 employees
What industry does Wheeler Financial belong to?
Wheeler Financial is in the industry of: Finance, Securities Trading
What is Wheeler Financial competition?
Wheeler Financial top competitors include: Eppolito Financial Strategies, Reynolds Wealth Management, Raymond James Financial, 1776 Financial
What technology does Wheeler Financial use?
Some of the popular technologies that Wheeler Financial uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Wheeler Financial?
Wheeler Financial contact info: Phone number: (302) 543-5585 Website: www.wheelerfinancial-llc.com
What does Wheeler Financial do?

Wheeler Financial specializes in financial planning that emphasizes the human side of investing through Behavioral Finance. They offer a comprehensive LIVE Financial Planning Process designed to help clients achieve their financial goals, whether they are preparing for retirement or planning for future expenses. The firm focuses on understanding ea... ch client's unique financial picture and provides tailored advice to address their specific needs. Their services include guidance on various financial decisions, ensuring clients make informed, data-driven choices.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.