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HUB Retirement and Wealth Management (formerly Washington Financial Group)

HUB Retirement and Wealth Management (formerly Washington Financial Group) Email Formats

Financial ServicesFlag of USVienna, Virginia, United States11-20 Employees

HUB Retirement and Wealth Management (formerly Washington Financial Group) Email Formats

HUB Retirement and Wealth Management (formerly Washington Financial Group) uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@washfinancial.com), used 71.4% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@washfinancial.com
71.4%
{first name}{last name}
johndoe@washfinancial.com
28.6%

Key Contact at HUB Retirement and Wealth Management (formerly Washington Financial Group)

Flag of US

Charlotte Kanka

Director, Client Services

Company overview

Headquarters8300 Greensboro Dr, Suite 700, McLean, Virginia 22102, US
Phone number+17038474500
Website
NAICS52
SIC637
Keywords
Risk Management, Investment Planning, Wealth Management, Education Planning, Asset Management, Retirement Planning, Executive Benefits, Financial Planning, Estate Planning, Qualified Retirement Plans, Insurance Planning & Analysis, Planning For Business Owners
Founded1983
Employees11-20
Socials

About HUB Retirement and Wealth Management (formerly Washington Financial Group)

Since 1983, Washington Financial Group (WFG) has been a nationally recognized and award-winning leader in providing innovative retirement planning services to organizations and their employees, and wealth management services to professionals. As an independent financial services firm, WFG is vendor and investment neutral, helping to ensure transparency in making investment recommendations and decisions. WFG provides education, resources, tools and objective research to help our clients pursue their financial objectives, coupled with exceptional client service. WFG offers advisory services through Global Retirement Partners (GRP), enabling us to serve as ERISA investment fiduciary advisors to help ensure retirement readiness for our client employees while enhancing the overall effectiveness of retirement plans. WFG was honored to be named the 2017 PLANSPONSOR Retirement Plan Adviser of the Year in the Small Team category demonstrating leadership and commitment to excellence for our retirement plan sponsor clients and their employees. Recipients were nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Securities offered through LPL Financial, Member FINRA(FINRA.org)/SIPC(SIPC.org). Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. GRP, LPL Financial and Washington Financial Group are separate non-affiliated entities. For a list of states in which WFG is registered to conduct securities business, visit our website at www.washfinancial.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Vice President
Entry
Director

Employees by Department

HUB Retirement and Wealth Management (formerly Washington Financial Group) has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

HUB Retirement and Wealth Management (formerly Washington Financial Group) has never raised funding before.

HUB Retirement and Wealth Management (formerly Washington Financial Group) Tech Stack

Discover the technologies and tools that power HUB Retirement and Wealth Management (formerly Washington Financial Group)'s digital infrastructure, from frameworks to analytics platforms.

Amazon Web Services

Amazon Web Services

PaaS

Frequently asked questions

HUB Retirement and Wealth Management (formerly Washington Financial Group) is located in Vienna, Virginia, US.
You can reach HUB Retirement and Wealth Management (formerly Washington Financial Group) at +17038474500.
HUB Retirement and Wealth Management (formerly Washington Financial Group) was founded in 1983, making it 43 years old. The company has established itself as a significant player in its industry over this time.
HUB Retirement and Wealth Management (formerly Washington Financial Group) has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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