All the coverage you need under one roof.
Insuring
Your
Livelihood.
International diversified financial services firm and insurance agency.
Wales Financial Group is a diversified financial services firm and insurance agency. As a financial services firm, we obtain financing to lower middle market through Mid-Cap companies across a wide variety of sectors, including real estate, healthcare, infrastructure, commodities, energy, technology, and the hospitality, gaming and entertainment industries. Through our subsidiaries, we engage in asset management, investment banking, commodities trading, private project partnerships, and origination and processing for all types of individual and commercial loans.
As our client, you will have a team of highly qualified professionals working for you to provide you with the best coverage for you, your family, or your business. Building a long-lasting relationship with our clients is our number one priority.
- President & CEO
Esteban A. Zwirn, MS. - Vice-President & COO
Hector Uraga Peralta, MBA. - Accounts and Business Development Director
Loris Maymes Kassouf, BS.
- Marketing Director
Istvan Zwirn, BS. - Senior Financial Strategist
Patrick Jeffries, BS. - Key Account Manager Mexico
Sergio Morales Maxil