Washington Financial Group, a division of HUB International

EST. AUM
$56,184,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Washington, DC
CRD Number
Website washfinancial.com
Client types

Overview

Since its establishment in 1983, Washington Financial Group (WFG) has gained national recognition as an award-winning leader in innovative retirement planning services for organizations and their employees, as well as wealth management services for professionals. As an independent firm, WFG maintains vendor and investment neutrality, ensuring transparency in its investment recommendations and decisions. The firm offers education, resources, tools, and research to assist clients in achieving their financial objectives, all while providing exceptional client service. As a member of Global Retirement Partners (GRP), WFG serves as investment fiduciaries under ERISA, enhancing retirement readiness and the overall effectiveness of retirement plans. In 2017, WFG was honored with the PLANSPONSOR Retirement Plan Small Team of the Year award, reflecting its leadership and commitment to excellence for retirement plan sponsors and their employees.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Washington Financial Group, a division of HUB International

Platform Details

Investment Preferences

Alternative Activity

Address

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