Financial Foundations, Inc.
Financial Services
602 Center St
10 employees
COMPO
- Employees
- 10
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Financial Foundations, Inc. Overview
- Headquarters
- 602 Center St
- Website
- financialfoundationsinc.com
- Industry
- Financial Services
- Employees
- 10
- Founded
- 1996
- Stock Symbol
- COMPO
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Financial Foundations, Inc.
Financial Foundations, Inc. is an independent financial services firm headquartered in Mt. Airy, Maryland. As an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial planner. We offer you timely, unbiased investment advice and promise to do so with the highest level of integrity and service. With over 35 years of combined experience in the financial services industry, Herbert T. Meushaw, III, CEO and Founder, Eric Meushaw, CFP®, CWS®, President, and Christine Burrhus, Vice President, provide unparalleled services to their clients, with a focus on retirement planning for retirees and pre-retirees. The firm also offers a wide-range of investment opportunities, comprehensive financial planning and asset management. Financial Foundations Inc. is a branch office of DFPG Investments, LLC (DFPG). Securities offered through DFPG, Member FINRA www.finra.org/SiPC www.sipc.org. Investment Advisory Services offered through Integrated Advisors Network, LLC (IAN). DFPG and IAN are not affiliated. Third-party posts that appear on this social media site have not been reviewed or approved by DFPG, IAN or its principals for completeness or accuracy, nor does it necessarily reflect the views or opinions of DFPG, IAN or its representatives.
Financial Foundations, Inc. Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Financial Foundations, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Herbert Meushaw | CEO and Founder, Financial Foundations | Mount Airy, Maryland, United States |
Email
Phone
|
| Christine Burrhus | Vice President of Operations | Mount Airy, Maryland, United States |
Email
|
| Mark Huber, Cfa, Cfp | Advisor at Financial Foundations | Sykesville, Maryland, United States |
View
|
| Stacia Parkin | Financial Analyst at Ameriprise | Rochester, Minnesota, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Executive
2 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 1 |
| Finance | 1 | 1 | 0 |
Compare Similar Companies to Financial Foundations, Inc.
Nymeo Federal Credit Union
Financial Services
AffirmX
Financial Services
Legacy Capital Planners
Financial Services
Hispanic Chamber of Commerce Montgomery County
Civic And Social Organizations
Cardinal Wealth Management
Investment Management
Godfrey Financial Associates, Inc.
Financial Services
NYMEO
Advertising Services
AdvisX
Financial Services
CU Risk Intelligence
Financial Services