Guardian Financial Group
Financial Services • 
Plano, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 6404 International Pkwy, Suite 1600, Plano, Texas 75093, US |
| Phone number | +15013509383 |
| Website | |
| NAICS | 52 |
| Keywords | Church Retirement Plans, Housing Allowance Maximization For Ministers, Income Strategies For Ministers |
| Employees | 1-10 |
Key Contacts at Guardian Financial Group
Matt Pontes
Financial Advisor, Owner
Greg Hawes
Director
Jerry Whitley
Founder
Peter Anderson
Regional Director
Toby Karn
Owner
About Guardian Financial Group
We believe ministers who spend their lives serving others deserve a secure retirement. With Guardian Financial Group's "Minister Empowerment Plan", you can focus on today, knowing your financial strategy is working to secure your future. Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Sub-advisory services are provided by Advisory Alpha, LLC, an SEC Registered Investment Advisor. Insurance, education, and consulting services are offered through Guardian Financial Group. Guardian Financial Group is not affiliated with Simplicity Wealth or Advisory Alpha.
Guardian Financial Group revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Guardian Financial Group has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Guardian Financial Group has never raised funding before.
Sweden
Finland
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Germany
France
United Arab Emirates
Dominican Republic
CanadaFrequently asked questions
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