Wilcox Financial Group

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

29 California Dr, Williamsville, New Yor...

Phone Number

(716) 906-3175

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wilcox Financial Group

Wilcox Financial Group is an award-winning, women-owned financial services firm based in Buffalo, NY, dedicated to empowering ambitious women and business owners to achieve financial freedom. They offer personalized financial planning, investment management, and corporate programs designed to simplify financial decisions and build lasting relationships. Their clients typically include high-achieving women and primary earners who seek to develop clear financial strategies for their unique journeys. With a focus on understanding individual aspirations and values, Wilcox Financial Group provides thoughtful guidance to help clients navigate each stage of their financial lives.Explore more
Wilcox Financial Group's Social MediaPopular SearchesWilcox Financial GroupWilcox Financial Group LLCThe Wilcox Financial Group LLCWilcox Consulting Services LLCwilcox financial IncSIC Code 62,628NAICS Code 52,523Show more

Wilcox Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wilcox Financial Group

<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
2006
AG
Audrey GilbertOffice Administrator
<$5M
1-10
Private
-
2005
KW
Karen WashoAdministrative Associate
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
Joseph Morson, Founder & President at Life Values Financial
Joseph MorsonFounder & President
<$5M
1-10
Private
-
2005
JR
Jeffrey RomondManaging Partner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wilcox Financial Group Tech Stack

A closer look at the technologies used by Wilcox Financial Group

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Frequently Asked Questions Regarding Wilcox Financial Group

What is Wilcox Financial Group's official website?
Wilcox Financial Group's official website is www.wilcoxfinancialgroup.com
What is Wilcox Financial Group's Revenue?
Wilcox Financial Group's revenue is <$5 Million
What is Wilcox Financial Group's SIC code?
Wilcox Financial Group's SIC: 62,628
What is Wilcox Financial Group's NAICS code?
Wilcox Financial Group's NAICS: 52,523
How many employees does Wilcox Financial Group have?
Wilcox Financial Group has 1-10 employees
What industry does Wilcox Financial Group belong to?
Wilcox Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Wilcox Financial Group competition?
Wilcox Financial Group top competitors include: Cornerstone Wealth Management, Bowman Financial Group, The Lewis Group, Life Values Financial
What technology does Wilcox Financial Group use?
Some of the popular technologies that Wilcox Financial Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Enom DNS Hosting, Google Font API
How do I contact Wilcox Financial Group?
Wilcox Financial Group contact info: Phone number: (716) 906-3175 Website: www.wilcoxfinancialgroup.com
What does Wilcox Financial Group do?

Wilcox Financial Group is an award-winning, women-owned financial services firm based in Buffalo, NY, dedicated to empowering ambitious women and business owners to achieve financial freedom. They offer personalized financial planning, investment management, and corporate programs designed to simplify financial decisions and build lasting relations... hips. Their clients typically include high-achieving women and primary earners who seek to develop clear financial strategies for their unique journeys. With a focus on understanding individual aspirations and values, Wilcox Financial Group provides thoughtful guidance to help clients navigate each stage of their financial lives.Read More

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

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