Wallingford Financial & College Planning
Finance · Washington, United States · 11-50 Employees
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Overview
Headquarters
236 SW 171st St, Normandy Park, Washingt...Phone Number
(206) 241-2634Website
www.wallingfordfinancial.comRevenue
$8.5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
1
1
About Wallingford Financial & College Planning
Wallingford Financial is dedicated to helping families achieve financial success through a variety of services including life planning, family protection, income protection, retirement and legacy planning, college planning, business planning, employee benefits, and medical insurance. The company aims to simplify the complexities of the financial world for its clients, ensuring they have a clear understanding of their financial aspirations. Founded in 1986, Wallingford Financial prioritizes building strong relationships with clients to create personalized financial roadmaps. Their target clients include families and businesses seeking guidance in financial planning and employee benefits.Explore more
Wallingford Financial & College Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2017
JB
Joni BeachlyPrincipal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor
Company Profile Activity
Activity Insights
Wallingford Financial & College Planning is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Wallingford Financial & College Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wallingford Financial & College Planning.
Wallingford Financial & College Planning Tech Stack
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Wallingford Financial is dedicated to helping families achieve financial success through a variety of services including life planning, family protection, income protection, retirement and legacy planning, college planning, business planning, employee benefits, and medical insurance. The company aims to simplify the complexities of the financial wo... Read More
