WG Financial Group
Financial Services • 
305 Quality Circle NW, Suite B, United States • 11-20 Employees
Company overview
| Headquarters | 305 Quality Circle NW, Suite B, Huntsville, Alabama 35806, US |
| Phone number | +16156248049 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2014 |
| Employees | 11-20 |
Key Contacts at WG Financial Group
Cris Wallace
Owner, President And Financial Advisor At Wg Financial Group.
Jennifer Wallace
Director Of Operations
Jennifer Wallace
Director Of Client Services
WG Financial Group Email Formats
WG Financial Group uses 2 email formats. The most common is {first name} (e.g., john@wgfinancialgroup.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@wgfinancialgroup.com | 75% |
{first initial} | j@wgfinancialgroup.com | 25% |
About WG Financial Group
WG Financial Group is a financial advisory firm located in Huntsville Alabama. Our financial planning services include retirement planning, investment management, tax strategies and legacy planning. We strongly believe that these are the four major pillars that should be addressed in every comprehensive financial plan. Joined AEWM in 2016 Insurance products are offered through the insurance business WG Financial Group. WG Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by WG Financial Group are not subject to Investment Adviser requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 2588755 - 02.25
WG Financial 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
WG Financial Group has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
WG Financial Group has never raised funding before.
WG Financial Group Tech Stack
Discover the technologies and tools that power WG Financial Group's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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