Widmann Financial Services

Finance · Maryland, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

4321 Northview Dr, Bowie, Maryland, 2071...

Phone Number

(301) 262-2919

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
1
1
1
1

About Widmann Financial Services

Widmann Financial Services specializes in wealth management for individuals and institutions, focusing on building long-lasting relationships to preserve financial legacies. They cater to a diverse clientele, including pre-retirees, retirees, business owners, government employees, non-profits, and legal professionals, offering tailored financial solutions. Their comprehensive services encompass retirement planning, asset management, financial planning, and charitable gifting, all aimed at optimizing clients' financial well-being. Founded in 1988, the company is committed to integrity and community service, treating clients as family and fostering trust-based relationships.Explore more
Widmann Financial Services's Social MediaPopular SearchesWidmann Financial ServicesWidman Financial Serviceswidmann financial services IncAllpro Realty Group IncWidman Financial ServiceSIC Code 62,628NAICS Code 52,523Show more

Widmann Financial Services Org Chart

PhoneEmail
LR
United States flag for contact location.

Chief Operating Officer

PhoneEmail

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

Is Widmann Financial Services 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 Widmann Financial Services

Compare insights from companies similar to Widmann Financial Services, 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

Widmann Financial Service...

<$5M
1-10
Private
-
1988
LR
Laura RuizChief Operating Officer
<$5M
1-10
Private
-
2009
YM
Yvette McKernManager, Client Services
<$5M
1-10
Private
-
1999
LH
Lindsey HardyDirector, Operations
<$5M
1-10
Private
-
-
PV
Paul VerdereseCertified Financial Planner & Practitioner
<$5M
1-10
Private
-
1982
DN
Denise NoonanClient & Paraplanner Relationship Manager
<$5M
11-50
Private
-
1985
AA
Achmad AbaderExecutive Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Widmann Financial Services Tech Stack

A closer look at the technologies used by Widmann Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Widmann Financial Services

What is Widmann Financial Services's official website?
Widmann Financial Services's official website is www.widmannfinancial.com
What is Widmann Financial Services's Revenue?
Widmann Financial Services's revenue is <$5 Million
What is Widmann Financial Services's SIC code?
Widmann Financial Services's SIC: 62,628
What is Widmann Financial Services's NAICS code?
Widmann Financial Services's NAICS: 52,523
How many employees does Widmann Financial Services have?
Widmann Financial Services has 1-10 employees
What industry does Widmann Financial Services belong to?
Widmann Financial Services is in the industry of: Finance, Securities Trading
What is Widmann Financial Services competition?
Widmann Financial Services top competitors include: Swift Financial Services, Bailey & Beatty Financial Services, Evergreen Financial Associates, Schmocker Financial Services
What technology does Widmann Financial Services use?
Some of the popular technologies that Widmann Financial Services uses are: DocuSign, Drupal, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Widmann Financial Services?
Widmann Financial Services contact info: Phone number: (301) 262-2919 Website: www.widmannfinancial.com
What does Widmann Financial Services do?

Widmann Financial Services specializes in wealth management for individuals and institutions, focusing on building long-lasting relationships to preserve financial legacies. They cater to a diverse clientele, including pre-retirees, retirees, business owners, government employees, non-profits, and legal professionals, offering tailored financial so... lutions. Their comprehensive services encompass retirement planning, asset management, financial planning, and charitable gifting, all aimed at optimizing clients' financial well-being. Founded in 1988, the company is committed to integrity and community service, treating clients as family and fostering trust-based relationships.Read More

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

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.