Wilson Financial Group

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

520 S New Hope Rd, Gastonia, North Carol...

Phone Number

(704) 864-9404

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 Wilson Financial Group

Wilson Financial Group helps people plan for their financial future. They offer personal support with life insurance, retirement planning, investment advice, and tax strategies. Their team works closely with clients to create custom plans that protect families and build long-term wealth. Whether you're just starting out or preparing for retirement, they have experienced advisors ready to guide you.Explore more
Wilson Financial Group's Social MediaPopular SearchesWilson Financial GroupWilson Financial LPwfgnc.comWilson Financial Group Dba Les Wilson & AssociatesWilson InvestmentsSIC Code 62,628NAICS Code 52,523Show more

Wilson Financial Group Org Chart

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AS
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wilson Financial Group

<$5M
1-10
Private
-
1992
AS
Ashley SchultzDirector, Operations
<$5M
1-10
Private
-
2016
AC
Ann CarsonAdministrative Assistant
<$5M
1-10
Private
-
-
SS
Soumit SarkarManaging Partner
<$5M
1-10
Private
-
-
AS
Adam SteinerCertified Financial Planner & Practitioner
<$5M
1-10
Private
-
2005
MF
Michelle FordManager, Branch Operations
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wilson Financial Group Tech Stack

A closer look at the technologies used by Wilson Financial Group

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Frequently Asked Questions Regarding Wilson Financial Group

What is Wilson Financial Group's official website?
Wilson Financial Group's official website is www.wfgnc.com
What is Wilson Financial Group's Revenue?
Wilson Financial Group's revenue is <$5 Million
What is Wilson Financial Group's SIC code?
Wilson Financial Group's SIC: 62,628
What is Wilson Financial Group's NAICS code?
Wilson Financial Group's NAICS: 52,523
How many employees does Wilson Financial Group have?
Wilson Financial Group has 1-10 employees
What industry does Wilson Financial Group belong to?
Wilson Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Wilson Financial Group competition?
Wilson Financial Group top competitors include: Prior Wealth Planning, Kanik Financial, Broadridge Investor Communication Solutions, Cetera Advisor Networks
What technology does Wilson Financial Group use?
Some of the popular technologies that Wilson Financial Group uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Wilson Financial Group?
Wilson Financial Group contact info: Phone number: (704) 864-9404 Website: www.wfgnc.com
What does Wilson Financial Group do?

Wilson Financial Group helps people plan for their financial future. They offer personal support with life insurance, retirement planning, investment advice, and tax strategies. Their team works closely with clients to create custom plans that protect families and build long-term wealth. Whether you're just starting out or preparing for retirement,... they have experienced advisors ready to guide you.Read More

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

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