Financial Partners
Likely to Engage tag.Highly Engaged Employees

Finance · Iowa, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

2116 N Court St, Ottumwa, Iowa, 52501, U...

Phone Number

(641) 684-0368

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Financial Partners

Financial Partners, Inc offers a comprehensive suite of services including financial planning, asset management, tax management, protection planning, and legacy planning. They focus on providing a holistic wealth management experience that coordinates all aspects of a client's financial life, ensuring clarity and confidence in decision-making. Their target clients include individuals and families seeking personalized financial strategies with the expertise of a large firm while maintaining a boutique-level care. With a commitment to proactive guidance and enduring partnerships, they aim to positively impact their clients' lives and futures.Explore more
Financial Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Financial Partners Org Chart

PhoneEmail
RM
United States flag for contact location.

Client Relations Specialist

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
BS
United States flag for contact location.

Investment Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
CS
United States flag for contact location.

Paraplanner

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Financial Partners

Compare insights from companies similar to Financial Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Partners

<$5M
1-10
Private
-
2000
RM
Rebecca MillerClient Relations Specialist
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
1-10
Private
-
2020
JS
Jeffrey SmithFounder. Managing Partner. Private Wealth Advisor
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Financial Partners Tech Stack

A closer look at the technologies used by Financial Partners

Top Finance Companies

Frequently Asked Questions Regarding Financial Partners

What is Financial Partners's official website?
Financial Partners's official website is www.financialpartnersinc.net
What is Financial Partners's Revenue?
Financial Partners's revenue is <$5 Million
What is Financial Partners's SIC code?
Financial Partners's SIC: 62,628
What is Financial Partners's NAICS code?
Financial Partners's NAICS: 52,523
How many employees does Financial Partners have?
Financial Partners has 1-10 employees
What industry does Financial Partners belong to?
Financial Partners is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Financial Partners competition?
Financial Partners top competitors include: Sunrise Wealth Partners, OWL Private Wealth Advisors, Wealth Advisory Services
What technology does Financial Partners use?
Some of the popular technologies that Financial Partners uses are: MailChimp, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Financial Partners?
Financial Partners contact info: Phone number: (641) 684-0368 Website: www.financialpartnersinc.net
What does Financial Partners do?

Financial Partners, Inc offers a comprehensive suite of services including financial planning, asset management, tax management, protection planning, and legacy planning. They focus on providing a holistic wealth management experience that coordinates all aspects of a client's financial life, ensuring clarity and confidence in decision-making. Thei... r target clients include individuals and families seeking personalized financial strategies with the expertise of a large firm while maintaining a boutique-level care. With a commitment to proactive guidance and enduring partnerships, they aim to positively impact their clients' lives and futures.Read More

What are Financial Partners social media links?
Financial Partners Linkedin page Financial Partners Twitter page
Is Financial Partners a public company?
Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Financial Partners

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.