XML Financial Group

United States · 35 Employees
XML is an independent wealth management firm that seeks to place its clients' interests first and to provide advice based on their unique financial needs. Founded in 2004 as XML Financial Group we further solidified our independence by becoming an SEC registered investment advisor in October, 2016 and are now named XML Financial, LLC dba XML Financial Group. The Financial Consultants at XML Financial Group begin by helping clients identify their dreams and goals, and then we work closely with them to help create their plan. To ensure that every client's financial situation is aligned with their goals, our wealth management team works with participants every step of the way. Building professional and personal relationships with all clients allows us to have a proactive and hands-on service model, where attention is paid to the many details associated with our clients' financial lives.

概述

国家 United States
成立时间 2004
总部 1 preserve pkwy, rockville, maryland, united states
电话号码 +1301-770-5234
网站 http://www.xmlfg.com
LinkedIn http://www.linkedin.com/company/xml-financial-group
Twitter https://twitter.com/XMLFinancial
Facebook https://www.facebook.com/XMLFG
员工数 35
行业 financial services,
简介 The Wealth Advisors at XML Financial Group help individuals, businesses, and nonprofits simplify the complexities of their financial needs. Let's talk.

技术

AngularJS

Frameworks and Programming Languages

Facebook Custom Audiences

Retargeting

Facebook Login (Connect)

Social Login

Facebook Widget

Widgets

Google Analytics

Analytics and Tracking

Google Cloud Hosting

Hosting

Google Tag Manager

Tag Management

Gravity Forms

Hosted Forms

Hubspot

Marketing Automation

Microsoft Office 365

Other

Mobile Friendly

Other

Nginx

Load Balancers

Outlook

Email Providers

Pardot

Marketing Automation

Quantcast

Analytics and Tracking

Vimeo

Online Video Platforms

WP Engine

CMS

WordPress.org

CMS

reCAPTCHA

Captcha

常见问题

XML Financial Group 在哪里?

XML Financial Group 的总部位于 1 preserve pkwy, rockville, maryland, united states

XML Financial Group 的电话号码是多少?

XML Financial Group 的电话号码是 +1301-770-5234

XML Financial Group 的官方网站是什么?

XML Financial Group 的公司官方网站是 http://www.xmlfg.com

XML Financial Group 是做什么的?

The Wealth Advisors at XML Financial Group help individuals, businesses, and nonprofits simplify the complexities of their financial needs. Let's talk.

XML Financial Group 的业务有哪些?

financial planning,retirement planning,plan design,tax strategies,insurance planning,investment management,wealth management

XML Financial Group 的年收入是多少?

XML Financial Group 的收入是 3638000美元

XML Financial Group 有多少员工?

XML Financial Group 有 35 名员工

XML Financial Group 属于哪个行业?

XML Financial Group 从事以下行业: financial services

XML Financial Group 使用什么技术?

XML Financial Group 使用的一些流行技术包括: AngularJS,Facebook Custom Audiences,Facebook Login (Connect),Facebook Widget,Google Analytics,Google Cloud Hosting,Google Tag Manager,Gravity Forms,Hubspot,Microsoft Office 365,Mobile Friendly,Nginx,Outlook,Pardot,Quantcast,Vimeo,WP Engine,WordPress.org,reCAPTCHA

如何联系 XML Financial Group?

XML Financial Group 联系信息: 电话号码:+1301-770-5234， 网站:http://www.xmlfg.com， 邮箱：mar***@***.com

XML Financial Group 的社交媒体链接是什么?

XML Financial Group 领英：http://www.linkedin.com/company/xml-financial-group,fackbook：https://www.facebook.com/XMLFG,twitte:https://twitter.com/XMLFinancial

XML Financial Group 是一家上市公司吗?

不是

XML Financial Group 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 XML Financial Group?

XML Financial Group 有 0 家投资者,包括 。

管理层

Mariana Lieu

Client Services Manager

Curtis Congdon

President

Beth Levine

Senior Wealth Advisor

J Wightman

Partner

Lauren O?Brien

Senior Wealth Advisor

员工

Debbie Rayman

Client Service Associate

Kevin Peters

Wealth Advisor

Todd Kullen

Chief Operating Officer

Claire Lolich

Client Service Associate

Caleb Long

XML Financial Group

外贸获客 查找关键决策人

10亿+海关交易数据，1.2亿企业数据，2亿+企业联系人数据，1000千万真实采购商。覆盖200+个国家及地区，95%外贸重点拓展市场，可根据行业、经营范围等多方位挖掘目标客户。
免费试用

Top-ranked on G2 Crowd

全球B2B企业库 海关贸易数据 展会采购数据

工作更少，成就更大，销售更聪明

查找更多 B2B 联系人，丰富并验证记录
Email Address

全球B2B企业库

海关贸易数据

展会采购数据

Top-ranked on G2 Crowd

OR
Sign Up with Google