Serve & Protect Financial

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

4640 E Sunrise Dr Ste 211, Tucson, Arizo...

Phone Number

(520) 907-0166

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Serve & Protect Financial

Serve & Protect Financial, Inc. was founded in 2011 by former first responder Brian McGinnis with a focus on assisting law enforcement and other special risk classifications in the Florida Retirement System (FRS). With his strong working knowledge of the Florida Retirement System, as well as, many Municipal Retirement Plans, Brian takes great pride in assisting First Responders with their financial planning anywhere in the State of Florida. Brian believes his success has come from the fact that he served his entire career as a First Responder. A special bond of trust is developed with other men and women who risk their lives everyday working in the same field. In January of 2015 Serve & Protect Financial Inc. teamed with Independent Financial Partners (IFP), located in Tampa, Florida. Founded in 2000 by CEO William Hamm Jr. on the principals of independence, flexibility and collaboration, IFP is an SEC Registered Investment Adviser (RIA) and a comprehensive financial advisor support fiRead more
Serve & Protect Financial's Social MediaPopular SearchesServe & Protect Financial IncProtect Financial IncServe And Protect FinancialServe & Protect Financial Texas LLCProtection Simplified Financial IncSIC Code 62,628NAICS Code 52,523Show more

Serve & Protect Financial Org Chart

PhoneEmail
AR
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Executive Administrative Assistant

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JG
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Financial Advisor

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BM
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Financial Advisor

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Revenue

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Type

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Founded In

Top Executive

Serve & Protect Financial

<$5M
1-10
Private
-
2011
AR
Amanda RobbExecutive Administrative Assistant
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
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Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2020
UK
Ujae KangChief Compliance Officer
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Serve & Protect Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Serve & Protect Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Serve & Protect Financial.

Serve & Protect Financial Tech Stack

A closer look at the technologies used by Serve & Protect Financial

Top Finance Companies

Frequently Asked Questions Regarding Serve & Protect Financial

What is Serve & Protect Financial's official website?
Serve & Protect Financial's official website is www.teamserveprotect.com
What is Serve & Protect Financial's Revenue?
Serve & Protect Financial's revenue is <$5 Million
What is Serve & Protect Financial's SIC code?
Serve & Protect Financial's SIC: 62,628
What is Serve & Protect Financial's NAICS code?
Serve & Protect Financial's NAICS: 52,523
How many employees does Serve & Protect Financial have?
Serve & Protect Financial has 1-10 employees
What industry does Serve & Protect Financial belong to?
Serve & Protect Financial is in the industry of: Finance, Securities Trading
What is Serve & Protect Financial competition?
Serve & Protect Financial top competitors include: Goodrich and Associates, Stockade Wealth Management, JBG Wealth Management, UAK Diversified
What technology does Serve & Protect Financial use?
Some of the popular technologies that Serve & Protect Financial uses are: Cloudflare Rocket Loader, WordPress.org, reCAPTCHA, PHP
How do I contact Serve & Protect Financial?
Serve & Protect Financial contact info: Phone number: (520) 907-0166 Website: www.teamserveprotect.com
What does Serve & Protect Financial do?

Serve & Protect Financial, Inc. was founded in 2011 by former first responder Brian McGinnis with a focus on assisting law enforcement and other special risk classifications in the Florida Retirement System (FRS). With his strong working knowledge of the Florida Retirement System, as well as, many Municipal Retirement Plans, Brian takes great pride... in assisting First Responders with their financial planning anywhere in the State of Florida. Brian believes his success has come from the fact that he served his entire career as a First Responder. A special bond of trust is developed with other men and women who risk their lives everyday working in the same field. In January of 2015 Serve & Protect Financial Inc. teamed with Independent Financial Partners (IFP), located in Tampa, Florida. Founded in 2000 by CEO William Hamm Jr. on the principals of independence, flexibility and collaboration, IFP is an SEC Registered Investment Adviser (RIA) and a comprehensive financial advisor support firm with home/corporate offices in Tampa, Florida, and Phoenix, Arizona. IFP works directly with its advisors to provide technological, compliance, marketing, business development, and operational support, as well as access to seasoned professionals in the fields of retirement, wealth management, insurance and institutional services. IFP is dedicated to delivering personalized service to its growing network of more than 460 independent advisors, nationwide. As of Dec. 31, 2015, IFP oversees nearly $4 billion in assets under management and another $28 billion in plan assets under advisement. With IFP full support system in place, Serve & Protect Financial Inc. has positioned itself to assist the thousands of high risk first responders throughout the state of Florida.Read More

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

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