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
ZI Rank: 1
Signal Type
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ZI Rank
1
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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
MH
Client Support Specialist
SC
Client Experience Specialist
NB
Financial Advisor
JC
Financial Associate & Advisor
HH
Finance Intern
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Revenue
Number of Employees
Type
Funding
Founded In
Townsend Financial Planni...
<$5M
1-10
Private
-
-
MT
Melody TownsendPresident & Senior Financial Advisor & Founder & CEO
$5.7M
11-50
Private
-
-
MJ
Michael JpPresident, Michael Jp Fitzgerald, Cpa & Pfs, Cfp, Mstax, Ccfp, Ccfs, ELA , TX (Houston)
Company Profile Activity
Activity Insights
Townsend Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Townsend Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Townsend Financial Planning.
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
