Working with a financial advisor isn’t just about the numbers, it’s about confidence and having someone looking out for your best interests at all times. At FP Wealth Management, Inc., we believe in offering our clients a full-client service experience. We want them to know their financial success is our first priority. Our team of professionals combines decades of financial industry experience with uncompromising integrity and dedication to customer service.
Today, FP Wealth Management, Inc. has grown to a team of five professionals who serve close to 800 households, but we have retained our client-centric approach. The primary focus of our financial services business is wealth management planning for individuals and families.
Our wealth management service starts the day you become a client…continues many years into the future…and eventually leads to helping with the estate transfer to the client’s chosen beneficiaries and favorite charities.
Today. Tomorrow. Forever. FP Wealth Management, Inc.
www.FP-Wealth.com
http://twitter.com/FPWealthManage
http://facebook.com/FPWealthMangement
Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA and SIPC, and a registered investment advisor. Insurance offered through FP Wealth Management Inc., which is not affiliated with SagePoint Financial.
Company Details
- Employees
- 9
- Address
- 770 North Cotner Blvd.,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- fp-wealth.com
- Keywords
- Financial Services, Financial Planning, Investment Advisory, Wealth Management, Retirement Planning, Estate Planning, Life Insurance, Employee Benefits, IRA's, Managed Futures, Mutual Funds, Annuities, 401k's, ETFs, Stocks, Bonds.
- HQ
- Lincoln, Nebraska
Fp Wealth Management, Inc. Questions
Fp Wealth Management, Inc.'s website is fp-wealth.com
Fp Wealth Management, Inc.'s LinkedIn profile is https://www.linkedin.com/company/fp-wealth-management-inc-
Fp Wealth Management, Inc. has
9 employees.
View email and phone details for 9
employees at Fp Wealth Management, Inc..
Fp Wealth Management, Inc.'s industry is
Financial Services
Fp Wealth Management, Inc.'s top competitors are
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Fp Wealth Management, Inc.'s categories are Financial Services
