Whetro Financial

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

4169 N Holland Sylvania Rd Ste 103, Tole...

Phone Number

(419) 824-3300

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
1
1
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About Whetro Financial

Whetro Advisors is an independent financial planning firm based in Northwest Ohio, specializing in wealth management, financial planning, investment strategies, insurance planning, and tax planning. The firm is dedicated to helping clients navigate their financial journeys by providing personalized services tailored to their unique goals. With nearly 35 years of experience, the team emphasizes a fiduciary duty to act in the best interest of their clients, ensuring a relationship built on trust and understanding. Whetro Advisors aims to empower clients with the knowledge and resources necessary for achieving financial freedom and peace of mind.Explore more
Whetro Financial's Social MediaPopular SearchesWhetro FinancialWhetro AdvisorsWhetro Financial LLCWhetro LtdWhetrofinancialSIC Code 62,628NAICS Code 52,523Show more

Whetro Financial Org Chart

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WA
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Director, Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Whetro Financial

<$5M
1-10
Private
-
2002
WA
Wesley AllenDirector, Marketing
<$5M
11-50
Private
-
2013
<$5M
11-50
Private
-
2003
N/A
<$5M
1-10
Private
-
2009
KG
Kelly GolnerDirector, Marketing
<$5M
1-10
Private
-
2013
AL
A. LipscombInvestment Advisor & Representative
<$5M
1-10
Private
-
-
PS
Paul SantanielloPresident & Owner
<$5M
1-10
Private
<$5M
2011
KB
Keith BolandAdvising Operations Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Whetro Financial Tech Stack

A closer look at the technologies used by Whetro Financial

Whetro Financial News & Media

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Frequently Asked Questions Regarding Whetro Financial

What is Whetro Financial's official website?
Whetro Financial's official website is www.whetroadvisors.com
What is Whetro Financial's Revenue?
Whetro Financial's revenue is <$5 Million
What is Whetro Financial's SIC code?
Whetro Financial's SIC: 62,628
What is Whetro Financial's NAICS code?
Whetro Financial's NAICS: 52,523
How many employees does Whetro Financial have?
Whetro Financial has 1-10 employees
What industry does Whetro Financial belong to?
Whetro Financial is in the industry of: Finance, Insurance, Securities Trading
What is Whetro Financial competition?
Whetro Financial top competitors include: Retirement Income Planning, Tandem Trust Financial, JP SANTANIELLO Retirement Planning Solutions, Lipscomb Investment Group
What technology does Whetro Financial use?
Some of the popular technologies that Whetro Financial uses are: PHP 5.6, WordPress.org, PHP, RunSignUp
How do I contact Whetro Financial?
Whetro Financial contact info: Phone number: (419) 824-3300 Website: www.whetroadvisors.com
What does Whetro Financial do?

Whetro Advisors is an independent financial planning firm based in Northwest Ohio, specializing in wealth management, financial planning, investment strategies, insurance planning, and tax planning. The firm is dedicated to helping clients navigate their financial journeys by providing personalized services tailored to their unique goals. With near... ly 35 years of experience, the team emphasizes a fiduciary duty to act in the best interest of their clients, ensuring a relationship built on trust and understanding. Whetro Advisors aims to empower clients with the knowledge and resources necessary for achieving financial freedom and peace of mind.Read More

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

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