Gardner Wallace Financial Solutions

Gardner Wallace Financial Solutions

Financial Services 14135 Midway Rd 8 employees
Employees
8
Contacts
3
Emails
3

Gardner Wallace Financial Solutions Overview

Headquarters
14135 Midway Rd
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
8
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Gardner Wallace Financial Solutions

"Solutions that Fit" The Gardner Wallace Financial Solutions team is specialized to provide comprehensive retirement planning to our clients. We accomplish this by offering a solutions-oriented approach to our clients' financial goals, identifying appropriate solutions, creating a plan, and implementing the plan over time. LinkedIn is unaffiliated with Kestra Investment Services, LLC(Kestra IS), member FINRA/SIPC. Certain appropriately licensed individuals of Gardner Wallace are registered to offer securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC, and/or investment advisory services through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with Gardner Wallace. Investor Disclosures: https://www.kestrafinancial.com/disclosures Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

Gardner Wallace Financial Solutions Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Gardner Wallace Financial Solutions Org Chart

Sample employees and titles
Name Title Contact
Syndia Dimas Director of Office Operations
Email
Kyle Mcguffey Director of Planning and Investment
View
Robert Gardner Founding Partner at Gardner Wallace
Email
Danelly Quinonez Paraplanner at Gardner Wallace
Email

Employees by Management Level

Individual contributor 5 profiles
Director 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 4 4 0
General 1 1 1
Finance 1 1 0
Sales 1 1 0

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