Address : 4854 Woodbine Rd, Milton, Florida 32571-8709, United States
Industries : Financial Services
Company Description
Build an open architecture, Financial Services firm that provides concierge planning services to the clients we serve and to the advisors we partner with. The Wingate Group, Inc. will manage the relationships between partners, Insurance companies, IMOS, broker dealer and RIA. TWG, Inc. will offer and train the Modern Agency Management structure of Marketing Reps & Financial Reps utilizing certified Financial Professionals and Financial Advisors to create financial plans for clients. These services can be offered through the traditional process or fee for service. They can be offered through face-to-face meetings or on a virtual platform.
Speciality
- Financial Services
Financial
Employees Total : 2
Miscellaneous
Linkedin : wingate-wealth-consultants
Email Providers : Outlook
Hosting : Amazon AWS
Analytics and Tracking : Google Analytics
Tag Management : Google Tag Manager
Load Balancers : Nginx
Last Updated : 2023-07-07
Employees
- Brett Wingate ( Chief Executive Officer )
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