Waller Financial Planning Group strives to provide holistic financial structure and long-term counsel to assist our clients in the pursuit of their desired Lifestyle & Legacy. It is with great pleasure and responsibility to serve as our clients' trusted advisor. These valued relationships are built upon unbiased advice, exemplary service and a shared passion for their financial independence.
View Top Employees from Waller Financial Planning Group, Inc.| Website | http://www.waller.com/ |
| Revenue | $5 million |
| Funding | $150000 |
| Employees | 13 (13 on RocketReach) |
| Founded | 1985 |
| Address | 941 Chatham Lane Suite 212, Columbus, Ohio 43221, US |
| Phone | (614) 457-7026 |
| Fax | (614) 457-0911 |
| Technologies |
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| Industry | Financial Services, Finance, Cash Flow Planning, Brokerage, Risk Management, Investment Banking, Tax Planning, Estate Planning, Philanthropic Planning, Financial Independence/ Retirement Preparation, Portfolio Construction/ Management, Education Funding |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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Waller Financial Planning Group, Inc. Questions
The Waller Financial Planning Group, Inc. annual revenue was $5 million in 2024.
Charles Kerwood is the Partner of Waller Financial Planning Group, Inc..
13 people are employed at Waller Financial Planning Group, Inc..
Waller Financial Planning Group, Inc. is based in Columbus, Ohio.
The NAICS codes for Waller Financial Planning Group, Inc. are [52393, 523, 5239, 52].
The SIC codes for Waller Financial Planning Group, Inc. are [628, 62].
Top Waller Financial Planning Group, Inc. Employees
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ViewJeff Crossett
Chief Financial Architect, Owner at Waller Financial Planning Group, Inc.
London, Ontario, Canada2 -
13
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ViewJeff Crossett
Chief Financial Architect, Owner at Waller Financial Planning Group, Inc.
London, Ontario, Canada2 -
ViewJeff Crossett
Chief Financial Architect, Owner at Waller Financial Planning Group, Inc.
London, Ontario, Canada2 -
33
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12
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14
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