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About

About This Business

TGW Wealth Management provides financial planning and advisory services, including retirement planning, investment management, and insurance solutions. The company assists clients with evaluating financial goals, developing strategic plans, and implementing investment approaches. Services also cover Medicare, Social Security, and long-term care planning.

BBB Accredited Since: 5/2/2007

Years in Business: 23

Products and Services

This company provides financial services and insurance products including annuities, retirement planning, life insurance, Medicare supplements and various senior insurance products.

Business Details

BBB File Opened:
8/21/2003
Business Started:
2/1/2003
Business Incorporated:
10/21/2024
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Thad Wellshear, President
Amy Wellshear

Additional Contact Information

Principal Contacts
Thad Wellshear, President
Amy Wellshear
Customer Contacts
Thad Wellshear, President
Amy Wellshear
Additional Email Addresses
Primary: 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.

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