Wealth Management Resource Group
Financial Services • 
Braintree, Massachusetts, United States • 11-20 Employees
Company overview
| Headquarters | 35 Braintree Hill Office Park, Suite 106, Braintree, MA 02184, US |
| Phone number | +15086867800 |
| Website | |
| NAICS | 52 |
| Employees | 11-20 |
| Socials |
Key Contact at Wealth Management Resource Group
Andrea Freitas
Marketing Director
Wealth Management Resource Group Email Formats
Wealth Management Resource Group uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@wealthmrg.com), used 37.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@wealthmrg.com | 37.5% |
{first name}.{last name} | john.doe@wealthmrg.com | 37.5% |
{first initial}.{last name}{first initial} | j.doej@wealthmrg.com | 25% |
About Wealth Management Resource Group
Wealth Management Resource Group's strategic mission is to guide and direct individuals, families, and businesses toward the successful achievement of clearly defined financial goals. We work with you to formulate a financial roadmap based on your unique circumstance and offer guidance along the way. The success of WMRG was built around doing what is right and is realized in our day-to-day operations. The commitment to these standards is demonstrated by our integrity and dedication to servicing our clients. Wealth Management Resource Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 35 BRAINTREE HILL OFFICE PARK, SUITE 106, BRAINTREE MA, 02184, 508-686-7800. PAS is a direct, wholly-owned subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. WMRG is not an affiliate or subsidiary of PAS or Guardian. WMRG is not registered in any state or with the U.S. SEC as a Registered Investment Advisor. This material is intended for general use. By providing this content Guardian, PAS, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 7287596.1
Wealth Management Resource Group revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Wealth Management Resource Group has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Wealth Management Resource Group has never raised funding before.
Wealth Management Resource Group Tech Stack
Discover the technologies and tools that power Wealth Management Resource Group's digital infrastructure, from frameworks to analytics platforms.
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Analytics
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