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
- Website
- fiplanpartners.com
- Industry
- Financial Services
- Employees
- 13
- Founded
- 2005
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Ashley Page, Jd, Mba | Senior Vice President, Wealth | Birmingham, Alabama, United States |
Email
Phone
|
| Greg Powell | President/ceo of Fi Plan Partners | Birmingham, Alabama, United States |
Email
Phone
|
Employees by Management Level
Executive
4 profiles
Individual contributor
3 profiles
Director
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 0 |
| Executive | 1 | 1 | 1 |
| Operations | 1 | 1 | 0 |
Compare Similar Companies to Fi Plan Partners, LLC
Savant Wealth Management
Financial Services
RFG Advisory
Financial Services
The Welch Group
Financial Services
Arlington® Family Offices
Financial Services
Johnson Sterling, Inc.
Investment Management
Petsup • ფეთსაფ
Pet Services
FROGSHOP
Sporting Goods Manufacturing
Priostone LLC
Real Estate
Foreseeable Future Foundation
Spectator Sports
Dozer Systems
Computer And Network Security