WG Financial Group
Financial Services
305 Quality Circle Nw
9 employees
- Employees
- 9
WG Financial Group Overview
- Headquarters
- 305 Quality Circle Nw
- Website
- wgfinancialgroup.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2014
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Caleb Wallace | All Things Digital for Financial Professionals | Chattanooga, Tennessee, United States |
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|
| Graham Bauer, Cfp®, Ea | Financial Advisor at Wg Financial Group | Thompsons Station, Tennessee, United States |
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|
| Jennifer Wallace | Operations Director |
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|
|
| Jennifer Wallace | Director of Operations @ Wg Financial Group - Client Service and Operations | Nolensville, Tennessee, United States |
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|
Employees by Management Level
Director
2 profiles
Individual contributor
2 profiles
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