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Insuring
Your
Livelihood.

All the coverage you need under one roof.

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

We offer a wide array of services aimed at simplifying your life.

Financial

We provide asset management, investment banking, commodities trading and private project partnerships.

Insurance

We assist our clients on finding the best insurance coverage for them through our Master General Agency.

Real Estate

We can represent and assist you in any of your developing, managing, purchasing, selling, and leasing necessities domestic and internationally.

Corporate

We manage a full range of administrative and employee benefit needs, while reducing costs, risks, and streamlining your operations.

We’ve worked with some of the biggest brands.

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