Wilcox Financial

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

3400 Executive Pkwy Ste 200, Toledo, Ohi...

Phone Number

(419) 537-9407

Revenue

<$5 Million

Industry

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

Wilcox Financial specializes in investment planning and management services for both individuals and businesses. The firm operates under the guidance of experienced financial advisors, including its Chairman & CEO, Michael R. Wilcox. They aim to serve clients by providing comprehensive financial planning tailored to their unique needs. Wilcox Financial is affiliated with Raymond James Financial Services, ensuring a broad range of investment options and advisory services.Explore more
Wilcox Financial's Social MediaPopular SearchesWilcox FinancialC Wilcox Investments IncWilcox & Associates Financal Services IncWilcox Management Landscape Contractors IncWilcox Associates Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

Wilcox Financial Org Chart

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Business Coordinator & Assistant Wilcox Finan...

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Financial Planning Analyst & Executive Assist...

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Receptionist

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Receptionist and Transcriptionist

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Financial Advisor

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Financial Planning Assistant

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Financial Planning Assistant

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Financial Advisor

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MC
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Financial Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wilcox Financial

<$5M
11-50
Private
<$5M
1998
AA
Ann AlfordBusiness Coordinator & Assistant Wilcox Financial To Michael R Wilcox Network Administrator
$6.3M
11-50
Private
-
1996
AY
Ashley YounanManager, Operations
<$5M
11-50
Private
-
-
PC
Patrick CollinsFinancial Paraplanner
<$5M
1-10
Private
-
2021
Dana Pollard, Chief Executive Officer & Principal at Lumitas Wealth Strategies
Dana PollardCEO & Principal
<$5M
1-10
Private
-
2002
LB
Lindsey BaxterClient Relationship Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
SW
Samuel WestermannFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wilcox Financial financials insights

Gather financial insights about Wilcox Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Wilcox Financial's Financials Insights

Wilcox Financial Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Wilcox Financial

What is Wilcox Financial's official website?
Wilcox Financial's official website is www.wilcoxfinancial.com
What is Wilcox Financial's Revenue?
Wilcox Financial's revenue is <$5 Million
What is Wilcox Financial's SIC code?
Wilcox Financial's SIC: 62,628
What is Wilcox Financial's NAICS code?
Wilcox Financial's NAICS: 52,523
How many employees does Wilcox Financial have?
Wilcox Financial has 11-50 employees
What industry does Wilcox Financial belong to?
Wilcox Financial is in the industry of: Finance, Securities Trading
What is Wilcox Financial competition?
Wilcox Financial top competitors include: Dave Kaplan, Open Trail Financial Consultants, James Franklin Parker, Lumitas Wealth Strategies
What technology does Wilcox Financial use?
Some of the popular technologies that Wilcox Financial uses are: Drupal, Joomla, reCAPTCHA, Google Universal Analytics
How do I contact Wilcox Financial?
Wilcox Financial contact info: Phone number: (419) 537-9407 Website: www.wilcoxfinancial.com
What does Wilcox Financial do?

Wilcox Financial specializes in investment planning and management services for both individuals and businesses. The firm operates under the guidance of experienced financial advisors, including its Chairman & CEO, Michael R. Wilcox. They aim to serve clients by providing comprehensive financial planning tailored to their unique needs. Wilcox Finan... cial is affiliated with Raymond James Financial Services, ensuring a broad range of investment options and advisory services.Read More

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

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