WFG Capital Advisors Overview

  • Service
  • Investment Bank

  • Year Founded
  • 1996

Year Founded

  • Serviced Companies
  • 3

  • Serviced Deals
  • 3

WFG Capital Advisors General Information


Founded in 1996, WFG Capital Advisors was a Harrisburg, Pennsylvania based investment banking firm, focused solely on insurance and financial service sectors. On July 11, 2007, WFG Capital Advisors was acquired by Hales & Company.

Contact Information

Year Founded
Service Provider Type
Investment Bank
Corporate Office
  • 100 Pine Street
  • Suite 100
  • Harrisburg, PA 17101
  • United States

WFG Capital Advisors Services to Companies

Service on a Deal (3)

Company Name Service Provided Deal Date Deal Type Deal Amount
Oxbridge Insurance Associates Advisor: General Jan 2007 00000 0000000
Caruso Benefits Group Advisor: General Apr 2005 00000 0000000
Willis Consulting Services of California Advisor: General Feb 2005 00000 0000000
To view WFG Capital Advisors’s complete services to companies history, request access »

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WFG Capital Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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WFG Capital Advisors FAQs

  • When was WFG Capital Advisors founded?

    WFG Capital Advisors was founded in 1996.

  • Where is WFG Capital Advisors headquartered?

    WFG Capital Advisors is headquartered in Harrisburg, PA.

  • What service provider type is WFG Capital Advisors?

    WFG Capital Advisors's service provider type is Investment Bank.

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