Gould Financial Group
We help bridge your goals to financial peace of mind. Life is better when we work together. You need a team to empower and guide you on your wealth journey—both now and for future generations. At Gould Financial Group, we’ve been helping successful people simplify their wealth for more than 30 years. We’re dedicated to continuing that impact for years to come. Through a strategic process, we identify and map out your specific needs to offer the right blend of specialized services to maximize your current path. GFG offers a coordinated team approach to ensure your financial well-being is always at the center. We are a Northwestern Mutual Private Client Group
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Verified contacts
16
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
0
tools in use
Monthly traffic
32
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- AK
Alison Kailer
Director of Client Services - Gould Financial Group · Customer/Client Service
EmailPhone - LW
Lisa Woerner
Director of Investment Operations · Operations
EmailPhone - KK
Katie Konstant
Client Relationship Manager · Customer/Client Service
EmailPhone - RD
Raj Desai
Private Wealth Advisor · Finance & Accounting
EmailPhone - CB
Chuck Barthelme
Private Wealth Management Advisor · Finance & Accounting
EmailPhone - DG
Debra Gray
Executive Administrative Assistant · Operations
EmailPhone - EP
Eric Page
Operations Associate · Operations
EmailPhone - HT
Heather Taylor
Associate Financial Representative · Finance & Accounting
EmailPhone - JG
Jessica Gustafson
Financial Planning Analyst · Finance & Accounting
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Gould Financial Group
13 distinct titles indexed · top 10 shown.
- 2private wealth advisor
- 1associate financial representative
- 1associate financial representative operations associate
- 1chief operating officer
- 1client relationship manager
- 1director of business development
- 1director of client services - gould financial group
- 1director of investment operations
- 1executive administrative assistant
- 1financial planning analyst
- +3more titles
Sign up to unlock all 16 contacts at Gould Financial Group
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