Winter Park Wealth Group
Financial Services • 
Winter Park, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 1560 Orange Ave, Suite 650, Winter Park, Florida 32789, US |
| Phone number | +14079602296 |
| Websites | |
| NAICS | 52 |
| Founded | 2013 |
| Employees | 1-10 |
| Socials |
Key Contact at Winter Park Wealth Group
Ben Weiner
Director, Winter Park Wealth Group / Financial Advisor, Rjfs
Winter Park Wealth Group Email Formats
Winter Park Wealth Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@wpwealthgroup.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@wpwealthgroup.com | 50% |
{first name}.{last name} | john.doe@wpwealthgroup.com | 50% |
About Winter Park Wealth Group
A legacy and tradition that began at Shearson Hammill more than 50 years ago with Ben Weiner's father, Richard Weiner, continues today at the Winter Park Wealth Group. Winter Park Wealth Group was founded by Ben Weiner, Director WPWG, Financial Advisor, Duke Marsh, Director WPWG, Financial Advisor, and Mike Hlavek, Director WPWG, Financial Advisor. We provide the level of professionalism and care that our clients and friends have come to expect. Our team's goal is to treat all with the respect that they deserve and to deliver financial, retirement and educational planning services in a client centric and friendly environment. Securities offered through RaymondJames Financial Services, Inc. Member FINRA/SIPC. Disclaimer: Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Winter Park Wealth Group is not a registered broker/dealer, and is independent of Raymond James Financial Services Important disclosure information: http://raymondjames.com/smicd.htm
Winter Park Wealth Group revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Winter Park Wealth Group has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Winter Park Wealth Group has never raised funding before.
United Kingdom
Australia
Frequently asked questions
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