Wg Financial Group
WG Financial Group is a financial advisory firm located in Huntsville Alabama. Our financial planning services include retirement planning, investment management, tax strategies and legacy planning. We strongly believe that these are the four major pillars that should be addressed in every comprehensive financial plan. Joined AEWM in 2016 Insurance products are offered through the insurance business WG Financial Group. WG Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by WG Financial Group are not subject to Investment Adviser requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
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Emily Mason
Lead Financial Advisor · Finance & Accounting
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Alissa Bauman
Client Onboarding Specialist · Operations
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Top roles at Wg Financial Group
6 distinct titles indexed · top 6 shown.
- 1client onboarding specialist
- 1director of client services
- 1director of operations
- 1financial advisor
- 1lead financial advisor
- 1owner, president and financial advisor at wg financial group
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