WPG Financial Group

  • Financial Services
  • Baltimore MD
  • 13 employees
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Company Overview

Headquarters
3600 O'donnell St Ste 860, Baltimore MD
Website
wpgfinancial.com
Phone
(410) 522-2030
Employees
13
Founded in
2005
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$2B

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Who is WPG Financial Group

WPG Financial Group is a financial planning firm located in Baltimore, Maryland. The company employs 13 people and generates approximately $2 million in annual revenue. WPG Financial Group provides financial planning services to a diverse clientele, including budding entrepreneurs, established business owners, single professionals, growing families, and businesses. Their services are designed to help clients achieve their financial goals through personalized, strategic, and team-based planning. The firm emphasizes a long-term, proactive approach to financial planning, combining the resources and capabilities of a larger firm with the personalized attention of a smaller one. They prioritize transparency, ongoing dialogue, innovative ideas, and informed decision-making in their client relationships. For more information about WPG Financial Group and its services, please visit their website at wpgfinancial.com. Advisory Services are offered through WPG Advisers, LLC, a Registered Investment Advisor. WPG Advisers, LLC and WPG Financial Group, LLC are affiliated entities.

Company Leadership

Steve Gessner

Partner

Phone Email

WPG Financial Group Industry Tags

Alternative Investments
Corporate and Executive Benefit Planning
Tax-Managed Investing
Holistic Financial Planning
CFP’s on staff
Advanced Life Insurance
Financial Planning
401k
Municipal Bond Strategy
Financial Services
Financial Advisory Services
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WPG Financial Group Tech Stack

JavaScript
HTML
Twitter
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2M 22 Sacramento, CA 2019
2M 10 Neenah, WI 1992
2M 7 2022
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FAQ

What is the location of WPG Financial Group's headquarters?
The headquarters of WPG Financial Group are situated at 3600 O'donnell St Ste 860, Baltimore MD
What is WPG Financial Group's phone number?
WPG Financial Group's contact number is (410) 522-2030.
What is WPG Financial Group's official website?
The official website of WPG Financial Group can be found at wpgfinancial.com.
What is WPG Financial Group's current revenue?
As of February 2015, WPG Financial Group's annual revenue reached $2B.
How many employees does WPG Financial Group currently have?
WPG Financial Group employs approximately 13+ people as of February 2015
Which industries is WPG Financial Group primarily operating in?
WPG Financial Group operates in the following industries: Credit, Finance
Who is the Partner of WPG Financial Group?
WPG Financial Group's Partner is Steve Gessner
What are WPG Financial Group's industry tags?
WPG Financial Group's industry tags include: Alternative Investments, Corporate and Executive Benefit Planning, Tax-Managed Investing
When was WPG Financial Group founded?
WPG Financial Group was founded in 2005.

Employee Directory

Key Employees

Todd Paradise

Partner

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Patrick Bollinger

Financial Advisor

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Nicole Reese

Director Of Operations

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Hannah Warren

Operations & Marketing Associate

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