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 CompaniesNAICS Code 5239 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$2B
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
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