WilLo Financial Group

Finance · Oklahoma, United States · 1-10 Employees

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Overview

Headquarters

119 W Main St, Purcell, Oklahoma, 73080,...

Phone Number

(405) 527-9711

Revenue

<$5 Million

Industry

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

WilLo Financial Group is a full-service financial planning and wealth management firm dedicated to helping clients achieve their long-term financial goals. They offer a comprehensive range of services including retirement income strategies, wealth management, investments, and asset preservation strategies. The firm focuses on providing personalized financial guidance and is committed to acting in the best interest of their clients as fiduciary advisors. With over two decades of experience, they aim to help clients preserve their savings and increase their retirement income.Explore more
WilLo Financial Group's Social MediaPopular SearchesWillo Financial GroupWilLo Financial Group LLCcom WilLoFinancialGroupSIC Code 62,628NAICS Code 52,523Show more

WilLo Financial Group Org Chart

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Founder & Chief Executive Officer

PhoneEmail
LR
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Owner, Investment Advisor Representative

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WilLo Financial Group

<$5M
1-10
Private
-
2000
WR
William RolinFounder & CEO
<$5M
1-10
Private
<$5M
2005
MT
Matthew TaylorPresident and CFP
<$5M
1-10
Private
-
2002
LJ
Laura JohnsonDirector, Marketing & Servicing Associate
<$5M
1-10
Private
-
2008
AL
Ashley LaNeaveManager, Operations
<$5M
1-10
Private
-
2008
RK
Roland KljunichPresident & CEO
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WilLo Financial Group Tech Stack

A closer look at the technologies used by WilLo Financial Group

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Frequently Asked Questions Regarding WilLo Financial Group

What is WilLo Financial Group's official website?
WilLo Financial Group's official website is www.willofinancial.com
What is WilLo Financial Group's Revenue?
WilLo Financial Group's revenue is <$5 Million
What is WilLo Financial Group's SIC code?
WilLo Financial Group's SIC: 62,628
What is WilLo Financial Group's NAICS code?
WilLo Financial Group's NAICS: 52,523
How many employees does WilLo Financial Group have?
WilLo Financial Group has 1-10 employees
What industry does WilLo Financial Group belong to?
WilLo Financial Group is in the industry of: Finance, Securities Trading
What is WilLo Financial Group competition?
WilLo Financial Group top competitors include: Eissman Wealth Management, Wealth Innovations, Taylor Retirement Services, Clients Excel Financial
What technology does WilLo Financial Group use?
Some of the popular technologies that WilLo Financial Group uses are: Cloudflare Rocket Loader, WooCommerce, WordPress.org, PHP
How do I contact WilLo Financial Group?
WilLo Financial Group contact info: Phone number: (405) 527-9711 Website: www.willofinancial.com
What does WilLo Financial Group do?

WilLo Financial Group is a full-service financial planning and wealth management firm dedicated to helping clients achieve their long-term financial goals. They offer a comprehensive range of services including retirement income strategies, wealth management, investments, and asset preservation strategies. The firm focuses on providing personalized... financial guidance and is committed to acting in the best interest of their clients as fiduciary advisors. With over two decades of experience, they aim to help clients preserve their savings and increase their retirement income.Read More

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

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