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Wingate Financial Group Inc Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

Wingate Financial Group Inc operates in the investment management industry, providing independent financial planning and investment management services to individuals, families, and retirement plans. Based in Lexington, Massachusetts, the firm has a long-standing history dating back to 1986, and serves a client base seeking tailored financial guidance and portfolio oversight. With a small professional team, the company emphasizes objective planning and personalized asset management to address clients’ financial objectives and retirement needs. The organization positions itself as a local, independent advisor offering comprehensive financial planning and investment management rather than a captive product platform. Recent developments are not specified beyond the ongoing operation of its advisory services.

Find Wingate Financial Group Inc employees' phone numbers or email addresses

Wingate Financial Group Inc Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Wingate Financial Group Inc's Leadership

  • Stylized image of a person
    B. P.
    Receptionist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. G.
    Certified Financial Planner Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. L.
    Client Counselor North America
    Phone icon
    Mobile Phone

Wingate Financial Group Inc Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Wingate Financial Group Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. P.
    Receptionist
    Phone icon
    Mobile Phone
    Mar 15, 2024
  • Stylized image of a person
    E. G.
    Certified Financial Planner Financial Planner
    Phone icon
    Mobile Phone
    Nov 29, 2023
  • Stylized image of a person
    M. L.
    Client Counselor North America
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Wingate Financial Group Inc known for?

Minus sign iconPlus sign iconWingate Financial Group Inc operates in the Investment Management industry. Explore Wingate Financial Group Inc's company overview page for more information.

What is Wingate Financial Group Inc's most common email format?

Minus sign iconPlus sign iconWingate Financial Group Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wingate Financial Group Inc email formats with LeadIQ.

How many employees does Wingate Financial Group Inc have currently?

Minus sign iconPlus sign iconWingate Financial Group Inc has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Wingate Financial Group Inc's key employees and leadership?

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As of August 2026, Wingate Financial Group Inc's key employees include:

  • Receptionist: B. P.
  • Certified Financial Planner Financial Planner: E. G.
  • Client Counselor North America: M. L.

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