WFG Capital Advisors Overview
- Service
-
Investment Bank
- Year Founded
-
1996
- Serviced Companies
-
3
- Serviced Deals
-
3
WFG Capital Advisors General Information
Description
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
Website
www.wfgca.comYear Founded
Corporate Office
- 100 Pine Street
- Suite 100
- Harrisburg, PA 17101
- United States
WFG Capital Advisors Services to Companies
Service on a Deal (3)
WFG Capital Advisors has provided services on 3 deals. It last acted as a general advisor to Oxbridge Insurance Associates on a . The deal was made in 2007.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Oxbridge Insurance Associates | Advisor: General | Jan 2007 | ||
| Caruso Benefits Group | Advisor: General | Apr 2005 | ||
| Willis Consulting Services of California | Advisor: General | Feb 2005 |
WFG Capital Advisors Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
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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