Wold Financial Group
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
750 Main St Ste 109, Mendota Heights, Mi...Phone Number
(612) 730-6216Website
www.woldgroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Wold Financial Group
Wold Financial Group specializes in individualized wealth management solutions aimed at helping clients achieve financial confidence. They focus on building long-term relationships based on trust, communication, and collaboration, ensuring that each client's unique financial situation is comprehensively managed. The firm offers a conservative approach to wealth management, providing customized portfolios and leveraging an extensive professional network to support clients' needs. Their services cater to individuals seeking to grow their assets or require focused distribution strategies.Explore more
Wold Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
1991
WM
William McLaughlinIndvidual Insurance Planning At Mclaughlin Asset Management, Inc Director, Corporate Benefits
Company Profile Activity
Activity Insights
Wold Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Wold Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wold Financial Group.
Wold Financial Group Tech Stack
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Wold Financial Group specializes in individualized wealth management solutions aimed at helping clients achieve financial confidence. They focus on building long-term relationships based on trust, communication, and collaboration, ensuring that each client's unique financial situation is comprehensively managed. The firm offers a conservative appro... Read More
