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...................................................................................................... WFG currently maintains alliances with the following companies to help bring financial account management solutions to our customers. To learn more about our strategic alliance partners, their solutions, or to inquire about partnering with WFG, please contact sales.
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AP Technology
5973 Avenida Encinas, Suite 140
Carlsbad, CA 92008
Phone: 760.602.5424 |
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CheckFree
25 Crossroads Drive, Suite 200
Owings Mills, MD 21117
Phone: 888.746.3448 |
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Docucorp
5010 North Central Expressway
Suite 800
Dallas, TX 75206
Phone: 800.735.6620
Fax: 214.987.8187
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Fiserv Source One
912 Fort Duquesne Blvd.
Pittsburgh, PA 15222-3602
Phone: 412.577.3000
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Phoenix-Hecht
P.O. Box 13628
T.W. Alexander Drive
Research Triangle Park, NC 27709
Phone: 919.541.9339
Fax: 919.541.9026
WFG Customers Recieve $100 Discount on the Blue Book of Bank Prices™ !!! For more information about the Phoenix-Hecht Blue Book of Bank Prices™ and to try the free Pricing Calculator, Click here! To order your Blue Book of Bank Prices™ with the $100 discount, call WFG Customer Support at 847.735.0577.
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Strategic Treasurer, LLC
Craig A. Jeffery, Managing Director
Phone: 770.632.5720
Email: info@strategictreasurer.com
Strategic Treasurer provides a wide range of consultative and advisory services for the financial professional. Including: assistance with refining vision for treasury, selecting & implementing appropriate treasury technology, treasury structure review, bank account structure, auditing treasury, optimizing working capital, and improving cash forecasting, liquidity efforts, and financial processes and controls.
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