HUB Retirement and Wealth Management (formerly Washington Financial Group)

HUB Retirement and Wealth Management (formerly Washington Financial Group)

Financial Services 8300 Greensboro Dr 17 employees
Employees
17
Contacts
3
Emails
3
Phones
3

HUB Retirement and Wealth Management (formerly Washington Financial Group) Overview

Headquarters
8300 Greensboro Dr
Industry
Financial Services
Employees
17
Founded
1983
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About HUB Retirement and Wealth Management (formerly Washington Financial Group)

Since 1983, Washington Financial Group (WFG) has been a nationally recognized and award-winning leader in providing innovative retirement planning services to organizations and their employees, and wealth management services to professionals. As an independent financial services firm, WFG is vendor and investment neutral, helping to ensure transparency in making investment recommendations and decisions. WFG provides education, resources, tools and objective research to help our clients pursue their financial objectives, coupled with exceptional client service. WFG offers advisory services through Global Retirement Partners (GRP), enabling us to serve as ERISA investment fiduciary advisors to help ensure retirement readiness for our client employees while enhancing the overall effectiveness of retirement plans. WFG was honored to be named the 2017 PLANSPONSOR Retirement Plan Adviser of the Year in the Small Team category demonstrating leadership and commitment to excellence for our retirement plan sponsor clients and their employees. Recipients were nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Securities offered through LPL Financial, Member FINRA(FINRA.org)/SIPC(SIPC.org). Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. GRP, LPL Financial and Washington Financial Group are separate non-affiliated entities. For a list of states in which WFG is registered to conduct securities business, visit our website at www.washfinancial.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

HUB Retirement and Wealth Management (formerly Washington Financial Group) Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
3
75.0% coverage

HUB Retirement and Wealth Management (formerly Washington Financial Group) Org Chart

Sample employees and titles
Name Title Contact
Thomas R. Leverone, C(k)p, Cpfa, Chfc®, Cltc, M.ed. Senior Vice President at Washington Financial Group, a Division of Hub International Mid-atlantic Inc.
Email Phone
Joe Denoyior Hub International
Email Phone
Colin Clark Mba C(k)p® Aif® Cpfa Cbfa Senior Vice President Retirement at Washington Financial Group, a Division of Hub International Mid-atlantic Inc.
View
Jeff Hamblen Executive Vice President at Washington Financial Group, a Division of Hub International Mid-atlantic Inc.
Email Phone

Employees by Management Level

Executive 4 profiles
Individual contributor 1 profile

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