Worldwide Wealth Group

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

1400 Old Country Rd Ste 302A, Westbury, ...

Phone Number

(516) 333-8014

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Worldwide Wealth Group

Worldwide Wealth Group specializes in wealth management and financial solutions tailored for medical professionals, including physicians, surgeons, and dentists. Their services encompass retirement planning, tax strategy, insurance approaches, and student loan refinancing, aimed at helping clients achieve their financial goals. The company emphasizes a personalized approach, offering guidance for career transitions and business debt management. With a commitment to client trust and expertise, they provide comprehensive support for various financial needs.Explore more
Worldwide Wealth Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Worldwide Wealth Group Org Chart

PhoneEmail
GK
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Investment Executive

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Worldwide Wealth Group

<$5M
11-50
Private
-
2011
GK
George KarasInvestment Executive
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
<$5M
1-10
Private
-
1998
DJ
David JonesFinancial Professional
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Worldwide Wealth Group Tech Stack

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Frequently Asked Questions Regarding Worldwide Wealth Group

What is Worldwide Wealth Group's official website?
Worldwide Wealth Group's official website is www.worldwidewg.com
What is Worldwide Wealth Group's Revenue?
Worldwide Wealth Group's revenue is <$5 Million
What is Worldwide Wealth Group's SIC code?
Worldwide Wealth Group's SIC: 62,628
What is Worldwide Wealth Group's NAICS code?
Worldwide Wealth Group's NAICS: 52,523
How many employees does Worldwide Wealth Group have?
Worldwide Wealth Group has 11-50 employees
What industry does Worldwide Wealth Group belong to?
Worldwide Wealth Group is in the industry of: Finance, Insurance, Securities Trading
What is Worldwide Wealth Group competition?
Worldwide Wealth Group top competitors include: D & G Advisory Group, Ivory Wealth Management
What technology does Worldwide Wealth Group use?
Some of the popular technologies that Worldwide Wealth Group uses are: DocuSign, Cloudflare Website Optimization, Datadog, Microsoft 365
How do I contact Worldwide Wealth Group?
Worldwide Wealth Group contact info: Phone number: (516) 333-8014 Website: www.worldwidewg.com
What does Worldwide Wealth Group do?

Worldwide Wealth Group specializes in wealth management and financial solutions tailored for medical professionals, including physicians, surgeons, and dentists. Their services encompass retirement planning, tax strategy, insurance approaches, and student loan refinancing, aimed at helping clients achieve their financial goals. The company emphasiz... es a personalized approach, offering guidance for career transitions and business debt management. With a commitment to client trust and expertise, they provide comprehensive support for various financial needs.Read More

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

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