About World Financial Group
World Financial Group is a Financial Services company based in Johns Creek (United States) founded in 2001. It offers life insurance, retirement planning, and financial education services. It operates on a B2C and D2C model. Its website worldfinancialgroup.com draws about 64 thousand monthly visits. World Financial Group offers products and services including Life Insurance, Retirement Strategies, Education Planning, and Mutual Funds. Its focus areas include Insurance, Life Insurance, Retirement Strategies and Investment. Its legal entity is World Financial Group Insurance Agency, LLC. Similar companies include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed similar companies has raised funding.
Company details
World Financial Group, a Transamerica company, helps individuals and families with financial security through life insurance, retirement strategies, and education planning. Agents create customized plans to address uncertainties and build legacies, representing various providers. Based in Cedar Rapids, Iowa, and Toronto, Ontario, they focus on financial literacy and debt management for clients across different life stages.
- Headquarters Johns Creek, United States
- SectorsFinancial Services
- Website category Finance · Insurance
- Phone•••• ••••
- Website worldfinancialgroup.com
- Social LinkedIn Facebook YouTube
- Legal Name World Financial Group Insurance Agency, Llc
Products & Services of World Financial Group
World Financial Group offers a comprehensive portfolio of products and services, including Life Insurance, Retirement Strategies, Education Planning, and Mutual Funds.
Provides coverage for life events and financial protection.
Offers plans for secure retirement savings and investments.
Assists with saving and strategies for educational expenses.
Facilitates investment in diversified funds for wealth building.
Apps and channels of World Financial Group
its YouTube channel World Financial Group has 21.7K subscribers and 30 videos.
Videos from World Financial Group
The most watched videos on World Financial Group's YouTube channel, World Financial Group (21.7K subscribers). Click a video to play it here.
More on World Financial Group.
People of World Financial Group
17 people are tracked at World Financial Group (12 in leadership, 5 in team).
| Name | Role | Group |
|---|---|---|
Jason Howell | Director Of Expansion | Leadership |
Hilda Bustos | Director Of Expansion | Leadership |
Elena Perez | Expansion Director | Leadership |
Jessica Foster | Director Of Expansion / Associate | Leadership |
Megan Armas | Director Of Expansion | Leadership |
Marlene Pineda | Director Of Expansion | Leadership |
Jose Rodriguez | Director Of Expansion | Leadership |
Janice Beauregard | VP, Network Development | Leadership |
Rick Williams | President, World Financial Group, Canada | Leadership |
Todd Buchanan | President, World Financial Group | Leadership |
Suzanne Ford | VP, Director, Canada | Leadership |
Elsa Pascua Talavera | Marketing Director, Licensed Life And Health Producer | Leadership |
Mario Carmona | Life And Health Agent | Team |
Mark Salvarinas | Program Manager - WFG Canada | Team |
Valerie Gomes | Licensed Insurance Agent | Team |
Daniel Akong | World Financial Group | Team |
Angelo Ojeda | MD, Distribution & Sales | Team |
Complete people profiles for World Financial Group
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Similar companies to World Financial Group
World Financial Group has 3 listed similar companies in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed similar companies of World Financial Group
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- Full competitor set
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Web traffic of World Financial Group
The website of World Financial Group (worldfinancialgroup.com) receives about 64.3K visits a month and ranks #595,499 among all websites worldwide, #2,852 in Insurance.
- Monthly visits64.3K
▲ 8.8% vs previous month
- Unique visitors28.8K
per month
- Global rank#595,499
among all websites
- Category rank#2,852
Finance · Insurance
- Bounce rate56%
- Pages per visit1.9
- Average visit36 sec
- DevicesDesktop 52% · Mobile 48%
Websites whose visitors overlap most with World Financial Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| aegon.com | 86% | 90.9K | #399,403 | View details | |
| dundaslife.com | 84% | 17.8K | #1,974,849 | View details | |
| adbanker.com | 70% | 113.7K | #229,109 | View details | |
| wfgnationaltitle.com | 30% | 20K | View details |
Top companies in Insurance Providers
3 companies that operate in the same segment as World Financial Group (Insurance Providers) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of a cloud-based platform for life and P&C insurance | 2015 | New York, New York, United States | USD 644 M | USD 615.2 M | 1,471 | |
Online small business insurance policies are provided. | 2016 | Palo Alto, California, United States | USD 1.12 B | 549 | ||
App-based comparison platform for financial products | 2009 | San Francisco, California, United States | USD 123.3 M | USD 836.6 M | 650 |
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Related news about World Financial Group
Complete news archive for World Financial Group
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Frequently Asked Questions about World Financial Group
World Financial Group was founded in 2001.
World Financial Group is headquartered in Johns Creek, United States. It is registered at Johns Creek, Georgia, United States.
World Financial Group, a Transamerica company, helps individuals and families with financial security through life insurance, retirement strategies, and education planning. Agents create customized plans to address uncertainties and build legacies, representing various providers. Based in Cedar Rapids, Iowa, and Toronto, Ontario, they focus on financial literacy and debt management for clients across different life stages.
World Financial Group's top competitors include Focus Financial Partners, Raymond James and Wintrust.
World Financial Group offers Life Insurance, Retirement Strategies, Education Planning, and Mutual Funds.
World Financial Group operates through World Financial Group Insurance Agency, Llc.