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Business Profile

Financial Services

Wealth Management Group of North America, LLC

About

About This Business

Wealth Management Group of North America, LLC (WMGNA) offers financial management, tax services, life planning, asset management and insurance, education planning strategies, 401K/pension planning, and small business consulting.

Products and Services

Wealth Management Group of North America, LLC is a boutique wealth management firm located in Farmington, CT.

Business Details

BBB File Opened:
2/27/1997
Business Started:
8/16/1995
Business Incorporated:
8/16/1995
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
WMGNA
Business Management:
Mr. Brian P. Beck, President/CFO
Mr. Daniel J. Friedman, CEO
Mrs. Elizabeth Martin, Director
Mrs. Darlene Galayda, Vice President of Customer Care

Additional Contact Information

Principal Contacts
Mr. Brian P. Beck, President/CFO
Customer Contacts
Mrs. Elizabeth Martin, Director
Fax numbers
Primary Fax: (866) 925-0090
Additional Phone Numbers
Other Phone: (800) 226-8411
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Banking, CT Department of (DOB)
260 Constitution Plaza
Hartford CT 06103
Phone Number: 800-831-7225
Insurance Department, State of CT (CID)
153 Market St
Hartford CT 06103
Phone Number: (860) 297-3900

Industry Tip

More Resources

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