VISION STATEMENT
To develop long-lasting client relationships by using a transparent, holistic approach in helping clients shape their financial futures. By adhering to the highest ethical standards of putting client needs first, we will become the preeminent provider of financial advice in the communities we serve.
MISSION STATEMENT
At Financial Partners Group we are committed to delivering comprehensive, impactful practice management tools so our advisors can focus on providing transparent and holistic solutions that meet the unique needs of their clients. We have built our reputation on the cornerstones of integrity, reliability and best-in-class service and continually strive to be the preeminent provider within the communities we serve. We support that goal with a philosophy of adhering to the highest ethical standards and building long-term client relationships based on mutual trust and respect.
KEY INITIATIVES
• Transparent and holistic financial planning
• Team selling groups/ succession plans
• Strategic alliances
• Open architecture for both wealth and risk management solutions
• Impactul practice management tools for advisors
571 Monon Blvd., Suite 150, Carmel, IN 46032, 317-616-2800, Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a Registered Investment Advisor, Insurance services offered through Financial Partners Group, which is not affiliated with Woodbury Financial Services, Inc.
http://joinwoodbury.com/disclosures/socialmedia
www.finra.org
www.sipc.org
Company Details
- Employees
- 26
- Founded
- -
- Address
- 571 Monon Boulevard,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- financialpg.com
- Keywords
- Financial Planning, Retirement Planning, Risk Management, Estate Planning, Wealth Management Strategies, Investment Strategies, Business Planning, Property & Casualty.
- HQ
- Carmel, INDIANA
Financial Partners Group Questions
Financial Partners Group's website is financialpg.com
Financial Partners Group's LinkedIn profile is https://www.linkedin.com/company/financial-partners-group
Financial Partners Group has
26 employees.
View email and phone details for 26
employees at Financial Partners Group.
Financial Partners Group's industry is
Financial Services
Financial Partners Group's top competitors are
Financial Haus,
Financial Partners Group,
Acuity Capital Group,
Financial Planning Solutions, Llc,
Financial Independence, Llc,
Financial Coach,
Financial Consultants Group,
Financial Partners Group,
Financial Partners Group, Inc. | Wealth Management,
Financial Guideposts.
Financial Partners Group's categories are Financial Services
Financial Partners Group's founding year is 2002
