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WG Financial

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website wgfcfp.com
Client types

Overview

WG Financial is an independent financial consulting and wealth management firm based in Garden City, New York. The firm positions itself as a full-service independent consultant, keeping client objectives in focus through ongoing contact across changing market and life conditions. WG Financial offers comprehensive wealth management for families and businesses, including advisory and brokerage accounts, retirement plans, IRAs, and insurance-based strategies. Securities and Retirement Plan Consulting Program advisory services are delivered through LPL Financial, while other advisory services are provided through Private Advisor Group, allowing access to a broad lineup of non-proprietary investment choices and planning resources.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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