FFR Wealth Team
Financial Services
Covington, Ky, United States
8 employees
- Employees
- 8
- Contacts
- 2
- Emails
- 2
- Phones
- 1
FFR Wealth Team Overview
- Headquarters
- Covington, Ky, United States
- Website
- ffrwealthteam.com
- Industry
- Financial Services
- Employees
- 8
- Founded
- 2018
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About FFR Wealth Team
Financial freedom is about finding your why and aligning your resources to pursue it. The FFR Wealth Team helps you define that why and create a financial plan that lets you live out your unique vision of freedom. Our Proven Process helps us get to know youโyour passions, goals, needs and wants. From there, we develop a financial plan that adapts and changes as your life progresses. Your plan is consistently monitored and adjusted as life changes to help ensure your path to freedom stays clear. ๐โ๐ฆ ๐โ๐๐๐ ๐ ๐ข๐ ? Our value system drives our business and our relationships. ๐
๐๐ฆ๐ข๐ฅ๐ฒ - At the FFR Wealth Team, family is our foundation. Built on Bill Funke's legacy of love and support, we consider our clients an extension of our family. We are dedicated to helping you and your loved ones reap the rewards of your hard work. ๐๐๐๐จ๐ฎ๐ง๐ญ๐๐๐ข๐ฅ๐ข๐ญ๐ฒ - Your best interests come first. As CFPยฎ professionals, we are committed to ethical standards, integrity, and confidentiality. We take ownership of our commitments and work tirelessly to deliver results that prioritize your needs. ๐๐๐ซ๐ฌ๐ข๐ฌ๐ญ๐๐ง๐๐ - We are dedicated to guiding you toward your goals with a positive, can-do attitude. By communicating regularly and simplifying complex ideas, we ensure your journey is on-track and aligned with your vision of true wealth. ๐๐ข๐๐๐ฅ๐จ๐ง๐ ๐๐๐๐ซ๐ง๐ข๐ง๐ - Continuous education is key to growth. Our team embraces curiosity and encourages new ideas, helping you understand the strategies behind our recommendations and the results they yield. ๐๐๐ฌ๐ฉ๐๐๐ญ - Trust and integrity are at the core of our interactions. We listen with humility, striving to create a welcoming environment where you feel safe and valued as our client. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
FFR Wealth Team Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
FFR Wealth Team Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Angie Johnson | Client Relations Manager @ Ffr Wealth Team | Fort Mitchell, Kentucky, United States |
Email
Phone
|
| Ryan Pulsfort | Student at Northern Kentucky University | Fort Mitchell, Kentucky, United States |
View
|
| Ashlyn Clark | Paraplanner, Insurance Associate I Bachelor of Science in Business Administration in Finance from Northern Kentucky University | Alexandria, Kentucky, United States |
View
|
| Scott Reynolds | Cfpยฎ - Managing Partner and Wealth Advisor at Ffr Wealth Team, Helping Clients Define and Work Toward Living Out Their Unique Vision of Financial | Covington, Kentucky, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Manager
1 profile
Associate / junior
1 profile
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