


HUB Retirement and Wealth Management (formerly Washington Financial Group) Email Formats
Financial Services • Vienna, Virginia, United States • 11-20 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.
| Format | Example | Percentage |
|---|---|---|
{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)
Charlotte Kanka
Director, Client Services
Company overview
| Headquarters | 8300 Greensboro Dr, Suite 700, McLean, Virginia 22102, US |
| Phone number | +17038474500 |
| Website | |
| NAICS | 52 |
| SIC | 637 |
| 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 |
| Founded | 1983 |
| Employees | 11-20 |
| 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
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.
PaaS
Frequently asked questions
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