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Wela Financial Advisory

Wela Financial Advisory Email Formats

Financial ServicesFlag of USSan Antonio, Texas, United States1-10 Employees

Wela Financial Advisory Email Formats

Wela Financial Advisory uses 2 email formats. The most common is {first initial} (e.g., j@welafa.com), used 71.4% of the time.

FormatExamplePercentage
{first initial}
j@welafa.com
71.4%
{first name}
john@welafa.com
28.6%

Key Contact at Wela Financial Advisory

Flag of US

Taylor Chamness

Director of Operations

Company overview

Headquarters366 W Sunset Rd, Building 4, San Antonio, Texas 78209, US
Phone number+12105309599
Website
NAICS52
Keywords
Retirees, Working Professionals, Women Of Influence, Widows And Widowers
Founded1987
Employees1-10
Socials

About Wela Financial Advisory

Wela Financial Advisory, a registered investment advisor located in San Antonio, Texas, provides our clients with the Wela Way which includes, Independence, Investment Philosophy, Pricing, and Communication. Brent Forrest & Associates, LLC dba Wela Financial Advisory is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Wela believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. This third-party content may be dated. Comments by viewers are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Wela Financial Advisory has never raised funding before.

Wela Financial Advisory Tech Stack

Discover the technologies and tools that power Wela Financial Advisory's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Salesforce

Salesforce

CRM

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Webflow

Webflow

Page builders

Google Analytics

Google Analytics

Analytics

Google Font API

Google Font API

Font scripts

Microsoft 365

Microsoft 365

Email

Frequently asked questions

Wela Financial Advisory is located in San Antonio, Texas, US.
You can reach Wela Financial Advisory at +12105309599.
Wela Financial Advisory was founded in 1987, making it 39 years old. The company has established itself as a significant player in its industry over this time.
Wela Financial Advisory has approximately 1-10 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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