MH
Client Support Specialist
SC
Client Experience Specialist
NB
Financial Advisor
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Townsend Financial Planning
Finance · Kentucky, United States · 1-10 Employees
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Overview
Headquarters
44 E Main St, Mount Sterling, Kentucky, ...Phone Number
(859) 498-2020Revenue
<$5 MillionIndustry
About Townsend Financial Planning
Townsend Financial Planning provides comprehensive financial planning services designed to empower clients in achieving their financial goals. They prioritize building relationships over sales, adopting a personal approach to guide clients through their financial journeys. Their offerings include retirement preparedness, education savings, and investment strategies, all aimed at protecting clients' futures and fueling their dreams. The company operates as a registered investment adviser, serving residents in states where they are legally permitted to transact business.Explore more
Townsend Financial Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Townsend Financial Planni...
<$5M
1-10
Private
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MT
Melody TownsendPresident & Senior Financial Advisor & Founder & CEO
Townsend Financial Planning Tech Stack
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Townsend Financial Planning provides comprehensive financial planning services designed to empower clients in achieving their financial goals. They prioritize building relationships over sales, adopting a personal approach to guide clients through their financial journeys. Their offerings include retirement preparedness, education savings, and inve... Read More
