Winchester Financial Group

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

91 Montvale Ave Ste 102, Stoneham, Massa...

Phone Number

(781) 438-0110

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
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1
1
1
1

About Winchester Financial Group

Winchester Financial Group specializes in providing tailored financial services including wealth management, retirement planning, insurance and specialty planning, estate planning strategies, and tax planning strategies. They focus on understanding the unique goals and risk tolerances of their clients to create personalized financial plans. The firm emphasizes a client-centered approach, ensuring that they listen to clients' needs and simplify the complexities of finance. Their mission is to guide clients towards achieving the retirement they have always envisioned.Explore more
Winchester Financial Group's Social MediaPopular SearchesWinchester Financial Group IncWinchester Financial GroupWinchester Financial CorpRonald Miles AGTWinchester Financial AdvsrsSIC Code 62,628NAICS Code 52,523Show more

Winchester Financial Group Org Chart

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Winchester Financial Grou...

<$5M
11-50
Private
-
2006
PP
Paul PetrieOwner and President
<$5M
11-50
Private
-
2003
SB
Suzette BroussardAdministrative Officer Chief Compliance Officer Partner
<$5M
11-50
Private
<$5M
1989
<$5M
1-10
Private
-
2006
Richard Forsley, President & Financial Advisor at Choice Wealth Advisors
Richard ForsleyPresident & Financial Advisor
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
2007
WB
William BrooksChartered Advisor
<$5M
1-10
Private
-
2004
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Winchester Financial Group Tech Stack

A closer look at the technologies used by Winchester Financial Group

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Frequently Asked Questions Regarding Winchester Financial Group

What is Winchester Financial Group's official website?
Winchester Financial Group's official website is www.winchesterfinancialclient.us
What is Winchester Financial Group's Revenue?
Winchester Financial Group's revenue is <$5 Million
What is Winchester Financial Group's SIC code?
Winchester Financial Group's SIC: 62,628
What is Winchester Financial Group's NAICS code?
Winchester Financial Group's NAICS: 52,523
How many employees does Winchester Financial Group have?
Winchester Financial Group has 11-50 employees
What industry does Winchester Financial Group belong to?
Winchester Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Winchester Financial Group competition?
Winchester Financial Group top competitors include: Summit Financial Wealth Advisors, Box Financial Advisors, Clover Wealth Management, Choice Wealth Advisors
What technology does Winchester Financial Group use?
Some of the popular technologies that Winchester Financial Group uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, GoDaddy DNS
How do I contact Winchester Financial Group?
Winchester Financial Group contact info: Phone number: (781) 438-0110 Website: www.winchesterfinancialclient.us
What does Winchester Financial Group do?

Winchester Financial Group specializes in providing tailored financial services including wealth management, retirement planning, insurance and specialty planning, estate planning strategies, and tax planning strategies. They focus on understanding the unique goals and risk tolerances of their clients to create personalized financial plans. The fir... m emphasizes a client-centered approach, ensuring that they listen to clients' needs and simplify the complexities of finance. Their mission is to guide clients towards achieving the retirement they have always envisioned.Read More

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

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