WG Financial Group is a financial advisory firm located in Huntsville Alabama. Our financial planning services include retirement planning, investment management, tax planning and legacy planning. We strongly believe that these are the four major pillars that should be addressed in every comprehensive financial plan.
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Certified by WG Financial Group • Jul 05, 2026
WG Financial Group
7027 Old Madison Pike Suite 108, Huntsville, AL 35806, Huntsville, AL
WG Financial Group is based in Huntsville, AL based financial planning firm. Our primary goal is to add value to our clients lives. Our financial planning process lends itself better to teaching and help individuals and families make better and more informed decisions about their financial future.
Retirement Planning
WG Financial Group focuses on building retirement plan that helps our clients realize their goals in retirement. Retirement planning differs from financial planning in your younger years. Our RITE Retirement™ process allows families to participate in the development of their plan and enjoy the ride.
Financial Advisor
WG Financial Group is a financial advisory firm based in Huntsville, AL. Our experience, education, and work ethic as your financial advisor will help you make a better-informed decision about your financial future.
Investment Management
We provide comprehensive investment and wealth management services. Depending on your requirements, our portfolio managers range from passive to active. We believe in more tactically passive, which involves quarterly rebalancing with minimal portfolio changes.
Frequently Asked Questions About WG Financial Group
What financial planning services does WG Financial Group offer?
WG Financial Group offers retirement planning, investment management, tax planning, and legacy planning as their main financial planning services.
Where is WG Financial Group located?
WG Financial Group is located at 7027 Old Madison Pike Suite 108, Huntsville, AL 35806.
What are the business hours of WG Financial Group?
WG Financial Group is open Monday to Friday from 9:00 AM to 5:00 PM and is closed on weekends.
How can I contact WG Financial Group?
You can contact WG Financial Group by phone at +1 256-799-0269 or email at Info@wgfinancialgroup.com.
Does WG Financial Group accept credit card payments?
WG Financial Group accepts payments by check only.
Who is a featured financial planner at WG Financial Group?
Cris Wallace, a Certified Financial Planner™, is a featured financial advisor at WG Financial Group.
Where can I find more information about WG Financial Group online?
More information can be found on their website at https://wgfinancialgroup.com/ or on their Facebook page.
Are there real estate agents near WG Financial Group?
Yes, nearby real estate agents include Carrie Howard EXP Realty, Coldwell Banker of the Valley, Jared Lewis eXp Realty, Tommy Johnson, eXp Realty, LLC - Northern Br, Kenneth Turner, eXp Realty, Tracy Winkler, Coldwell Banker of the Valley, Sarah McDavid Real Estate, Curt Lindsley - Your HSV Realtor, Jessica Wright, Crye Leike Realtors, Tabitha Smith, Angela McLain, and Carmen McPherson.
What other professional services are available near WG Financial Group?
Nearby professional services include Littrell Law Firm, Dynamics Research, Inspired For Greatness LLC, BRTRC, and Smart Firm IT.
Are there nearby financial or tax-related services close to WG Financial Group?
Yes, nearby financial services include Tax Defense Network, as well as New American Funding which offers mortgage brokerage and installment loans.
Brand Certified Facts from WG Financial Group
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Certified July 05, 2026Yext Knowledge Graph
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