FFR Wealth Team
Company

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
Industry
Financial Services
Employees
8
Founded
2018
Funding
,
NAICS
Finance and Insurance
Monetary 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 youโ€”your 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. ๐‘Šโ„Ž๐‘ฆ ๐‘โ„Ž๐‘œ๐‘œ๐‘ ๐‘’ ๐‘ข๐‘ ? Our value system drives our business and our relationships. ๐…๐š๐ฆ๐ข๐ฅ๐ฒ - 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. ๐€๐œ๐œ๐จ๐ฎ๐ง๐ญ๐š๐›๐ข๐ฅ๐ข๐ญ๐ฒ - 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. ๐๐ž๐ซ๐ฌ๐ข๐ฌ๐ญ๐ž๐ง๐œ๐ž - 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. ๐‹๐ข๐Ÿ๐ž๐ฅ๐จ๐ง๐  ๐‹๐ž๐š๐ซ๐ง๐ข๐ง๐  - 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. ๐‘๐ž๐ฌ๐ฉ๐ž๐œ๐ญ - 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 Contact
Angie Johnson Client Relations Manager @ Ffr Wealth Team
Email Phone
Ryan Pulsfort Student at Northern Kentucky University
View
Ashlyn Clark Paraplanner, Insurance Associate I Bachelor of Science in Business Administration in Finance from Northern Kentucky University
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
Email

Employees by Management Level

Individual contributor 2 profiles
Manager 1 profile
Associate / junior 1 profile

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