Fi Plan Partners, LLC

Fi Plan Partners, LLC

Financial Services Birmingham, Al, United States 13 employees
Employees
13
Contacts
2
Emails
2
Phones
2

Fi Plan Partners, LLC Overview

Headquarters
Birmingham, Al, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
13
Founded
2005
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Fi Plan Partners, LLC

Website: https://fiplanpartners.com Investing Blog: https://fiplanpartners.com/insights/ We believe you are our number one priority. We believe you are not a number to be placed into a formula. You have a unique vision for your life. Therefore, we believe you deserve a personalized and experienced financial services firm to build Your Financial House©. At Fi Plan Partners we use an innovative process called Your Financial House®, that considers all of these. We then build you a custom Financial Blueprint designed to: • reduce your anxieties • enhance your strengths • and give you the knowledge to do both You will work with our entire team of professionals. You will hear from us constantly concerning your portfolio and the financial markets. We communicate to give you the knowledge you need to reduce your anxieties about the "unknown." Note: Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA,CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN MO, MS, MT, NC, NE, NJ, NM, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC© (sipc.org) Copyright 2022 Fi Plan Partners All rights reserved

Fi Plan Partners, LLC Contact Details

People in AeroLeads
2
With contact data
2
Email contacts
2
100.0% coverage
Phone contacts
2
100.0% coverage

Fi Plan Partners, LLC Org Chart

Sample employees and titles
Name Title Contact
Ashley Page, Jd, Mba Senior Vice President, Wealth
Email Phone
Greg Powell President/ceo of Fi Plan Partners
Email Phone

Employees by Management Level

Executive 4 profiles
Individual contributor 3 profiles
Director 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 0
Executive 1 1 1
Operations 1 1 0

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