Wiklund & Bond Financial Services

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

3069 University Dr Ste 200, Auburn Hills...

Phone Number

(248) 377-1720

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Wiklund & Bond Financial Services

Wiklund & Bond Financial Services, Inc specializes in creating customized financial plans tailored to the unique needs of their clients. With over 30 years of experience, they offer a comprehensive range of services including retirement planning, investment management, estate planning, insurance, and tax services. Their client-centered approach ensures that they provide best-in-class customer service while guiding clients through various financial terrains. The firm is dedicated to helping clients achieve peace of mind regarding their financial future by formulating personalized roadmaps to success.Explore more
Wiklund & Bond Financial Services's Social MediaPopular SearchesWiklund & Bond Financial Services Incbond financial services IncWiklund and BondBond DavidWiklund & BondSIC Code 62,628NAICS Code 52,523Show more

Wiklund & Bond Financial Services Org Chart

PhoneEmail
ME
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Director, Client Relations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wiklund & Bond Financial ...

<$5M
1-10
Private
-
1998
ME
Michelle ElkhouryDirector, Client Relations
$5.9M
11-50
Private
-
2008
ST
Steven TrebergFinancial Advisor
<$5M
1-10
Private
-
-
Brooke Acre, Executive Officer and Founder at WealthReimaginedGroup
Brooke AcreExecutive Officer and Founder
<$5M
1-10
Private
-
1989
SN
Sarah NorrisOperations Assistant
<$5M
1-10
Private
-
-
DO
Daniel O'ConnorFinancial Professional
<$5M
1-10
Private
-
2015
NS
Nicholas SmithFinancial Consultant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wiklund & Bond Financial Services Tech Stack

A closer look at the technologies used by Wiklund & Bond Financial Services

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Frequently Asked Questions Regarding Wiklund & Bond Financial Services

What is Wiklund & Bond Financial Services's official website?
Wiklund & Bond Financial Services's official website is www.wiklundandbond.com
What is Wiklund & Bond Financial Services's Revenue?
Wiklund & Bond Financial Services's revenue is <$5 Million
What is Wiklund & Bond Financial Services's SIC code?
Wiklund & Bond Financial Services's SIC: 62,628
What is Wiklund & Bond Financial Services's NAICS code?
Wiklund & Bond Financial Services's NAICS: 52,523
How many employees does Wiklund & Bond Financial Services have?
Wiklund & Bond Financial Services has 1-10 employees
What industry does Wiklund & Bond Financial Services belong to?
Wiklund & Bond Financial Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Wiklund & Bond Financial Services competition?
Wiklund & Bond Financial Services top competitors include: WealthReimaginedGroup, Smith Wealth Management Group TX, O'Connor Wealth Management, Argosy Financial
What technology does Wiklund & Bond Financial Services use?
Some of the popular technologies that Wiklund & Bond Financial Services uses are: Cloudflare Website Optimization, Cloudflare CDN, Enom DNS Hosting, Smarsh
How do I contact Wiklund & Bond Financial Services?
Wiklund & Bond Financial Services contact info: Phone number: (248) 377-1720 Website: www.wiklundandbond.com
What does Wiklund & Bond Financial Services do?

Wiklund & Bond Financial Services, Inc specializes in creating customized financial plans tailored to the unique needs of their clients. With over 30 years of experience, they offer a comprehensive range of services including retirement planning, investment management, estate planning, insurance, and tax services. Their client-centered approach ens... ures that they provide best-in-class customer service while guiding clients through various financial terrains. The firm is dedicated to helping clients achieve peace of mind regarding their financial future by formulating personalized roadmaps to success.Read More

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

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