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
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1
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
Popular SearchesWieferich FinancialWieferich Properties IncWieferichfarmsSIC Code 62,628NAICS Code 52,523Show more
Wieferich 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
Company Profile Activity
Activity Insights
Wieferich Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Wieferich Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wieferich Financial.
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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
