WG Financial Group
Company

WG Financial Group

Financial Services 305 Quality Circle Nw 9 employees
Employees
9

WG Financial Group Overview

Headquarters
305 Quality Circle Nw
Industry
Financial Services
Employees
9
Founded
2014
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

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 Contact Details

People in AeroLeads
4

WG Financial Group Org Chart

Sample employees and titles
Name Title Contact
Caleb Wallace All Things Digital for Financial Professionals
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Graham Bauer, Cfp®, Ea Financial Advisor at Wg Financial Group
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Jennifer Wallace Operations Director
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Jennifer Wallace Director of Operations @ Wg Financial Group - Client Service and Operations
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Employees by Management Level

Director 2 profiles
Individual contributor 2 profiles

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