Company Email Format

Branch Partners

Financial Services Athens, Georgia, United States 5 employees

Employees: 5
Contacts: 2
Emails: 2
Phones: 1

branchpartners.com LinkedIn

Branch Partners Overview

Headquarters: Athens, Georgia, United States
Website: branchpartners.com
Industry: Financial Services
Employees: 5
Founded: 2020
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Financial Planning Financial Services Investment Management Tax Planning Tax Preparation Trust Administration Insurance Solutions Specialized Business Services Retirement Planning College Funding 529 Planning

About Branch Partners

Branch Partners is a fully independent fiduciary. What sets Branch Partners apart is that we prioritize a personalized and laser-focused approach for our clients above all else. At Branch Partners, our clients are not just another number - they are at the center of everything we do. Every decision we make begins with the question, “how will this simplify our clients’ lives and allow them to celebrate their wealth, not stress over it?” Branch Partners is able to do this by providing tailored wealth and investment management, as well as providing in-house tax planning and preparation services, trust administration services, estate advisory, insurance solutions and investment banking. Celebrating your wealth should not be hard. At Branch Partners, we make it simple.

Branch Partners Contact Details

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

Branch Partners Org Chart

Sample employees and titles

Name	Title	Location	Contact
Flor Neafus	Senior Paralegal at Branch Partners Pllc	Greater Seattle Area, United States	Email
Heather Morado	Attorney at Morado Law, Pllc of Counsel		View
John Branch	Patent Attorney, Entrepreneur	Seattle, Washington, United States	Email Phone