About Wintergreen Financial Group

Wintergreen Financial Group is an Investment Management company, headquartered in Portland, with 11 - 50 employees and annual revenue of $5M - $20M.

Wintergreen Financial Group, founded over twenty years ago, provides personalized financial services to a wide range of clients. Wintergreen Financial Group is supported by LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation (as repo...

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Wintergreen Financial Group Company Highlights

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Phone Number

(757) 623-xxxx

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Corporate Office Address

14 Sewall Street
Portland, 04102

Industries Served

Investment Management

Number of Employees

11 - 50 Employees

Company Revenue

$5M - $20M

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Wintergreen Financial Group Org

Wintergreen Financial Group has 1 VP, 1 Director, 1 Manager, and 2 Other employees.

Wintergreen Financial Group Decision Makers

  • CEOKaren Winslow

Wintergreen Financial Group's Tech Stack

AddThis
Bootstrap
Cloudflare
Datadog

Frequently Asked Questions About
Wintergreen Financial Group

FAQs

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Who is the CEO of Wintergreen Financial Group?

The CEO of Wintergreen Financial Group is Karen Winslow. See full contact details  ›

How many senior employees does Wintergreen Financial Group have?

Wintergreen Financial Group has 3 senior employees that are typically used for decision making.

Who are the key decision makers at Wintergreen Financial Group?

Key decision makers at Wintergreen Financial Group include Karen Winslow (CEO). See full contact details  ›

What technologies does Wintergreen Financial Group use?

Wintergreen Financial Group uses technologies including AddThis, Cloudflare, and Datadog.

How do I contact Wintergreen Financial Group?

To contact Wintergreen Financial Group, visit wintergreenfinancialgroup.com.

What companies are similar to Wintergreen Financial Group?

Companies similar to Wintergreen Financial Group include Carmel Coast Estate Inc., Retire on Time, and Bradley & Company.

Where is Wintergreen Financial Group headquartered?

Wintergreen Financial Group is headquartered at 14 Sewall Street, Portland.

What is the main phone number for Wintergreen Financial Group?

The main phone number for Wintergreen Financial Group is (757) 623-xxxx.

What is the official website for Wintergreen Financial Group?

The official website for Wintergreen Financial Group is wintergreenfinancialgroup.com.

What is the annual revenue of Wintergreen Financial Group?

The annual revenue of Wintergreen Financial Group is $5M - $20M.

How many employees does Wintergreen Financial Group have?

Wintergreen Financial Group has 11 - 50 employees.

What industry is Wintergreen Financial Group in?

Wintergreen Financial Group is in the Investment Management industry.

Last updated: October 10, 2024

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