Wolf Financial Services

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

840 Challenger Dr Ste 171, Green Bay, Wi...

Phone Number

(920) 857-2281

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
2

About Wolf Financial Services

Wolf Financial Services, LLC, led by Jeanne Wolf and her team, provides personalized financial advisory services focused on long-term financial success. They offer a comprehensive range of wealth management products, including investments, insurance protection, retirement strategies, and estate planning. The firm emphasizes building lasting relationships with clients to assist them through various life transitions. With a commitment to integrity and professionalism, Wolf Financial Services aims to meet the investment needs of individuals in several states.Explore more
Popular SearchesWolf Financial Services LLCWolf Financial Service LLCWolf Financial Serviceswfsinvest.comWolf Insurance and Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

Wolf Financial Services Org Chart

PhoneEmail
JW
United States flag for contact location.

Investment Advisor & Representative

PhoneEmail
EH
United States flag for contact location.

Paraplanner

PhoneEmail
MT
United States flag for contact location.

RTRP, Bookkeeper

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wolf Financial Services

<$5M
11-50
Private
-
2014
JW
Jeanne WolfInvestment Advisor & Representative
$6.6M
11-50
Private
-
1998
TD
Thomas DamascoChief Investment Officer
$5.2M
1-10
Private
-
2008
LF
Lance FlanneryVice President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1992
SP
Steven PerryFinancial Professional
<$5M
1-10
Private
-
2000
DL
David LeisringWealth Management Associate
<$5M
1-10
Private
-
2009
AL
Anthony LaMacchiaInvestment Advisor & Representative
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wolf Financial Services Tech Stack

A closer look at the technologies used by Wolf Financial Services

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Frequently Asked Questions Regarding Wolf Financial Services

What is Wolf Financial Services's official website?
Wolf Financial Services's official website is www.wfsinvest.com
What is Wolf Financial Services's Revenue?
Wolf Financial Services's revenue is <$5 Million
What is Wolf Financial Services's SIC code?
Wolf Financial Services's SIC: 62,628
What is Wolf Financial Services's NAICS code?
Wolf Financial Services's NAICS: 52,523
How many employees does Wolf Financial Services have?
Wolf Financial Services has 11-50 employees
What industry does Wolf Financial Services belong to?
Wolf Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Wolf Financial Services competition?
Wolf Financial Services top competitors include: Retirement Planning Specialists, Preheim & Perry Financial Group, Capital Advisory Services, Worthington Wealth Management
What technology does Wolf Financial Services use?
Some of the popular technologies that Wolf Financial Services uses are: Cloudflare Website Optimization, Smarsh, Google Font API, Google Tag Manager
How do I contact Wolf Financial Services?
Wolf Financial Services contact info: Phone number: (920) 857-2281 Website: www.wfsinvest.com
What does Wolf Financial Services do?

Wolf Financial Services, LLC, led by Jeanne Wolf and her team, provides personalized financial advisory services focused on long-term financial success. They offer a comprehensive range of wealth management products, including investments, insurance protection, retirement strategies, and estate planning. The firm emphasizes building lasting relatio... nships with clients to assist them through various life transitions. With a commitment to integrity and professionalism, Wolf Financial Services aims to meet the investment needs of individuals in several states.Read More

Is Wolf Financial Services a public company?
Wolf Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Wolf Financial Services

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