Wieferich Financial
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
110 E Broadway St Ste B, Mount Pleasant,...Phone Number
(800) 956-0051Website
www.wieferichfinancial.comRevenue
<$5 MillionIndustry
About Wieferich Financial
Wieferich Financial is a financial advisory firm that specializes in providing tailored planning and investment strategies to clients at all stages of life, with a focus on retirement and investment planning. The firm prides itself on its commitment to education, accessibility, and a fiduciary standard, ensuring clients receive objective advice and customized strategies. With a team of experienced advisors, Wieferich Financial aims to be a trusted resource for individuals seeking guidance in navigating their financial futures. Established in 2002, the firm operates through an independent broker-dealer, LPL Financial, allowing for a highly-personalized approach to financial planning.Explore more
SIC Code 62,628NAICS Code 52,523Show moreWieferich Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
2019
ZF
Zuly FelizDirector and Manager, Client Strategy and Planning Service Advisor
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Wieferich Financial is a financial advisory firm that specializes in providing tailored planning and investment strategies to clients at all stages of life, with a focus on retirement and investment planning. The firm prides itself on its commitment to education, accessibility, and a fiduciary standard, ensuring clients receive objective advice and... Read More
