World Insurance Associates LLC (formerly Wealth Advisory Group, Inc)
Financial Services
1055 Westlakes Drive
7 employees
- Employees
- 7
- Contacts
- 3
- Emails
- 3
- Phones
- 2
World Insurance Associates LLC (formerly Wealth Advisory Group, Inc) Overview
- Headquarters
- 1055 Westlakes Drive
- Website
- wealthadvisorygrp.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 1993
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About World Insurance Associates LLC (formerly Wealth Advisory Group, Inc)
World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes. Using data-driven analytics, our advisors innovate new products and solutions tailored to clients’ needs across insurance and bonds, employee benefits, retirement plans, wealth management services, private client services, and payroll & HR solutions. We have advisors in dozens of niche markets, and we cater to specialized industries such as agribusiness, associations, construction, entertainment & recreation, healthcare, hospitality, manufacturing, public/nonprofit, professional services, real estate, retail, self-storage facilities, and transportation. With the backing and expertise of a comprehensive network of specialists, our colleagues build trusted relationships with our clients that deliver real-world results. The firm's primary mission is to build collaborative and enduring partnerships by creating a customized strategic plan, executing the strategy flawlessly, and assisting our clients to stay the course so they may judiciously preserve and grow their wealth.
World Insurance Associates LLC (formerly Wealth Advisory Group, Inc) Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
World Insurance Associates LLC (formerly Wealth Advisory Group, Inc) Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Andrew Dugery, Crps®, Aif® | Berwyn, Pennsylvania, United States |
Email
|
|
| Jerry Preschutti, Ricp® | Delivering Sustainable & Equitable | Greater Philadelphia, United States |
Email
Phone
|
| Michael Bass, Aif® | Principal Advisor Delivering Advanced | Berwyn, Pennsylvania, United States |
Email
Phone
|
| Robert Norton, Cfa | An Experienced Investment Professional |
View
|
Employees by Management Level
Individual contributor
3 profiles
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 1 |
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