The Financial Group Revenue
Investment Management • 
Sheboygan, Wisconsin, United States • 1-10 Employees
The Financial Group revenue & valuation
| Annual revenue | $28,800,000 |
| Revenue per employee | $7,190,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $92,100,000 |
| Total funding | No funding |
Key Contact at The Financial Group
Greg Casper
Financial Advisor|Owner
Company overview
| Headquarters | 625 N. 8th Street, Sheboygan, WI 53081, US |
| Phone number | +19204516800 |
| Website | |
| NAICS | 5231 |
| Keywords | Investments, Insurance, Retirement |
| Founded | 2005 |
| Employees | 1-10 |
| Socials |
The Financial Group Email Formats
The Financial Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@tfgplan.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@tfgplan.com | 75% |
{first name}{last name} | johndoe@tfgplan.com | 25% |
About The Financial Group
Today's investment climate offers many opportunities. At The Financial Group, our mission is to carefully understand our client's goals and objectives relative to their overall financial and life situation. Once we have a clear understanding, we educate you on the many options available in the financial universe to help empower you to make the best decision for you and your family to grow and protect your wealth. Our Firm The Financial Group is committed to helping you pursue your long-term financial goals. We are an independent financial services practice working solely for our clients. Since we specialize in retirement preparation and estate conservation, we can help you answer the questions you may have about your financial future, such as: •Will I be able to retire early? •How much money will I need in order to retire? •What are my 401(k) plan distribution options? •Should I have a traditional IRA or a Roth IRA? •Do I need disability income insurance? Long-term care insurance? •How can I help ensure that my children receive as much as possible from my estate? •What do I need to know about wills, trusts, and probate? We offer financial services tailored to your individual needs. The Financial Group is committed to you for the long term. Call us at 920-451-6800 for all your retirement, insurance, and investment needs. Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. www.finra.org www.sipc.org Neither WFS nor its representatives or employees provide legal or tax advice. http://joinwoodbury.com/disclosures/socialmedia
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
The Financial Group has never raised funding before.
The Financial Group Tech Stack
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