AimWell Financial
Company

AimWell Financial

Financial Services 360 Central Ave 3 employees
Employees
3
Contacts
2
Emails
2
Phones
1

AimWell Financial Overview

Headquarters
360 Central Ave
Industry
Financial Services
Employees
3
Founded
2024
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About AimWell Financial

At AimWell Financial, you’re more than just an account, investment strategy or portfolio. You have hopes, dreams, fears, concerns and questions. We know you have your own values, opinions, preferences and priorities. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. AimWell Financial and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a Client agreement is in place.

AimWell Financial Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

AimWell Financial Org Chart

Sample employees and titles
Name Title Contact
Bill Comber, Cfp®, Atfa, Cepa Financial Planner at Aimwell Financial
Email
Amy Powell, Cfa Founder @ Aimwell Financial
Email Phone
Lauren Simer "Success Is the Sum of Small Efforts
View

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile

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