Insights

Strategic Growth Recent acquisition news indicates potential cross-sell opportunities to newly integrated clients and their networks, as well as a need to align benefits with expanded employee rosters and front-line staff growth.

SMB Niche Small team size and Revenue in the lower mid-range suggest Weidner Financial Group serves smaller to mid-market clients, presenting a clear target audience for bundled health, dental, life, and financial planning services with scalable solutions.

Digital Presence Active Squarespace and related tech usage imply a modern, web-driven customer journey; opportunities exist to enhance digital marketing, lead capture, and online quote capabilities to increase inbound inquiries.

Financial Health Revenue range indicates a growing business with room for expanded product suites such as non-qualified deferred compensation plans and estate funding strategies to deepen wallet share.

Competitive Positioning Positioning alongside larger firms without enterprise-scale headcount signals a need for high-touch, personalized advisory services and client education programs to differentiate offerings.

Similar companies to Weidner Financial Group, Inc

Weidner Financial Group, Inc Tech Stack

Weidner Financial Group, Inc uses 8 technology products and services including Open Graph, Squarespace, Network Solutions, and more. Explore Weidner Financial Group, Inc's tech stack below.

  • Open Graph
    Content Management System
  • Content Management System
  • Network Solutions
    Domain Name Services
  • JSON-LD
    Javascript Frameworks
  • Choices
    Javascript Libraries
  • HSTS
    Security
  • Adobe Fonts
    Web Fonts

Weidner Financial Group, Inc's Email Address Formats

Weidner Financial Group, Inc uses at least 2 email formats:
Weidner Financial Group, Inc Email FormatsExamplePercentage
First@weidnerfinancial.comJohn@weidnerfinancial.com
75%
FL@weidnerfinancial.comJD@weidnerfinancial.com
25%

Frequently Asked Questions

What is Weidner Financial Group, Inc's phone number?

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You can contact Weidner Financial Group, Inc's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Weidner Financial Group, Inc's official website and social media links?

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Weidner Financial Group, Inc's official website is weidnerfinancial.com and has social profiles on LinkedIn.

How much revenue does Weidner Financial Group, Inc generate?

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As of September 2026, Weidner Financial Group, Inc's annual revenue is estimated to be $1M - $10M.

What is Weidner Financial Group, Inc's SIC code and NAICS code?

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Weidner Financial Group, Inc's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 52 - Finance and Insurance.

How many employees does Weidner Financial Group, Inc have currently?

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As of September 2026, Weidner Financial Group, Inc has approximately 3 employees across 1 continents, including North America. Key team members include Owner: P. W., Executive Vice President: G. D. and Executive Vice President: M. S. Explore Weidner Financial Group, Inc's employee directory with LeadIQ.

What industry does Weidner Financial Group, Inc belong to?

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Weidner Financial Group, Inc operates in the Financial Services industry.

What technology does Weidner Financial Group, Inc use?

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Weidner Financial Group, Inc's tech stack includes Open Graph, Squarespace, Network Solutions, Squarespace Commerce, JSON-LD, Choices, HSTS and Adobe Fonts.

What is Weidner Financial Group, Inc's email format?

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Weidner Financial Group, Inc's email format typically follows the pattern of First@weidnerfinancial.com. Find more Weidner Financial Group, Inc email formats with LeadIQ.

When was Weidner Financial Group, Inc founded?

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Weidner Financial Group, Inc was founded in 1989.
Weidner Financial Group, Inc logo

Weidner Financial Group, Inc

Financial ServicesColorado, United States2-10 Employees

Weidner Financial Group, Inc is a financial services firm based in Colorado Springs, Colorado, established in 1989. The company provides comprehensive insurance offerings—health, dental, and life—as well as financial planning, investment portfolio design, non-qualified deferred compensation plans, and estate plan funding, serving individuals and business clients with a focus on comprehensive financial protection and planning. The firm’s client base comprises people seeking integrated insurance and financial services to address risk management, retirement planning, and wealth preservation, with referrals from a satisfied client network indicating continued relationships. In the broader industry, Weidner Financial Group operates within the financial services sector as a provider of advisory and insurance products, positioning itself as a full-service resource for personal and executive financial needs. A recent development noted publically is the acquisition of the company by Old Glory, reported in November 2023, reflecting a notable change in its corporate status while the firm continues to be associated with its Colorado Springs location.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Weidner Financial Group, Inc's revenue is estimated to be in the range of $1M - $10M

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