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Widmann Consulting, Llc

EST. AUM
$466,800,704

CONTACTS

CLIENT ACCOUNTS
1,128

Firm Details

Metro area Baltimore
CRD Number 289106
Website widmannfinancial.com
Client types

Overview

Widmann Consulting, Llc is a financial services firm specializing in wealth management for both individuals and institutions. The company focuses on developing long-lasting relationships to preserve and nurture financial legacies. They serve a diverse clientele, including pre-retirees, retirees, business owners, government and public employees, and non-profit organizations, offering tailored financial solutions such as retirement planning, estate planning, and tax strategies.

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Alternative Activity

Address

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

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