Woolman Financial Group, Llc
We understand the deep-seated human need for security. It makes sense to us because we feel the same need in our own lives. This is why our work is centered on helping you get organized, learn how to manage your money and to be good stewards of it. By helping you take control of your finances, we can help you leave a legacy to the people and causes that matter most to you. In the meantime, we will help you enjoy the maximum amount of your wealth so you don’t have to forgo today for tomorrow.
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Verified contacts
4
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- BW
Becky Woolman
Treasurer, Office Manager · Other
EmailPhone - BW
Brian Woolman
Financial Advisor · Finance & Accounting
EmailPhone
Showing 2 of 4 verified contacts
Top roles at Woolman Financial Group, Llc
4 distinct titles indexed · top 4 shown.
- 1financial advisor
- 1investment advisor
- 1office administrator
- 1treasurer, office manager
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