Harrison Wallace Financial Group

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

728 Florsheim Dr Ste 12, Libertyville, I...

Phone Number

(847) 281-9898

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Harrison Wallace Financial Group

Harrison Wallace Financial Group offers comprehensive financial services including wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning. Based in Libertyville, Illinois, they aim to help clients achieve financial freedom by aligning their resources with their personal goals. Their target clients range from young professionals to retirees, all seeking guidance in managing their financial journeys. The firm emphasizes accountability, transparency, and trust to build lasting partnerships with clients.Explore more
Harrison Wallace Financial Group's Social MediaPopular SearchesHarrison Wallace Financial Group LtdFaron DaugsHarrison Wallace Financial GroupWallace Financial Group LtdHarrison WallaceSIC Code 62,628NAICS Code 52,523Show more

Harrison Wallace Financial Group Org Chart

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United States flag for contact location.

Wealth Advisor & Founder & Chief Executive Of...

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Client Service Coordinator

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Harrison Wallace Financia...

<$5M
1-10
Private
-
2000
FD
Faron DaugsWealth Advisor & Founder & CEO
$9.1M
11-50
Private
-
2011
$5.7M
11-50
Private
-
1983
MB
Mark BainManaging Director, Senior Wealth Advisor
$5.6M
11-50
Private
-
2007
GM
Garrett McGovernPartner and Wealth Advisor, Director of Family Wealth Strategy
<$5M
1-10
Private
-
2004
JC
Janet CarpenterVice President, Operations
<$5M
1-10
Private
-
1985
JM
John McEwanFounder & Wealth Advisor
<$5M
1-10
Private
-
-
Hal Otey, Founder & Owner & Wealth Advisor at Hal Otey Financial
Hal OteyFounder & Owner & Wealth Advisor
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

Harrison Wallace Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Harrison Wallace Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Harrison Wallace Financial Group.

Harrison Wallace Financial Group Tech Stack

A closer look at the technologies used by Harrison Wallace Financial Group

Harrison Wallace Financial Group News & Media

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Frequently Asked Questions Regarding Harrison Wallace Financial Group

What is Harrison Wallace Financial Group's official website?
Harrison Wallace Financial Group's official website is www.harrisonwallace.com
What is Harrison Wallace Financial Group's Revenue?
Harrison Wallace Financial Group's revenue is <$5 Million
What is Harrison Wallace Financial Group's SIC code?
Harrison Wallace Financial Group's SIC: 62,628
What is Harrison Wallace Financial Group's NAICS code?
Harrison Wallace Financial Group's NAICS: 52,523
How many employees does Harrison Wallace Financial Group have?
Harrison Wallace Financial Group has 1-10 employees
What industry does Harrison Wallace Financial Group belong to?
Harrison Wallace Financial Group is in the industry of: Finance, Securities Trading
What is Harrison Wallace Financial Group competition?
Harrison Wallace Financial Group top competitors include: Granite Wealth Strategies, Barrington Wealth Management, Wealth Management, Bain Wealth Management
What technology does Harrison Wallace Financial Group use?
Some of the popular technologies that Harrison Wallace Financial Group uses are: WooCommerce, WordPress.org, Cloudflare Website Optimization, Proofpoint
How do I contact Harrison Wallace Financial Group?
Harrison Wallace Financial Group contact info: Phone number: (847) 281-9898 Website: www.harrisonwallace.com
What does Harrison Wallace Financial Group do?

Harrison Wallace Financial Group offers comprehensive financial services including wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning. Based in Libertyville, Illinois, they aim to help clients achieve financial freedom by aligning their resources with their personal goals. Their targ... et clients range from young professionals to retirees, all seeking guidance in managing their financial journeys. The firm emphasizes accountability, transparency, and trust to build lasting partnerships with clients.Read More

What are Harrison Wallace Financial Group social media links?
Harrison Wallace Financial Group Linkedin page Harrison Wallace Financial Group Twitter page Harrison Wallace Financial Group Facebook page
Is Harrison Wallace Financial Group a public company?
Harrison Wallace Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Harrison Wallace Financial Group

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