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 an  Insurance Agency we are appointed to the most reliable and most recognized insurance companies.

We serve all clients throughout our network of insurance agents and promote all insurance products throughout the nation, including Life, Healthcare, Property and Casualty Insurance. In association with international strategic business partners, we manage a full range of corporate, lobbying, legal, marketing, administrative and employee benefit needs, while reducing costs, risks, and streamlining general operations.

From Start-ups to full developed organizations, coaching to full structure, from ground up to full throttle.