Highland Financial Group Company Profile, Contacts & Intelligence

Financial Services9 employees
4 contacts with email or phone data4 with email data1 with phone data
View verified contacts Compare competitors
Employees
9
Company source estimate
Reachable Contacts
4
Visible contacts with email or phone data
Contacts With Email
4
4 of 4 visible contacts

Highland Financial Group Overview

Associates of Highland Financial Group have provided financial strategies, planning, products and services to businesses, families, and individuals across the country for over thirty-seven years. The firm has earned a reputation for its special focus on collaborating with corporations and facilitating multi-generational estate, wealth, and legacy planning strategies. Highland Financial Group works closely with individuals & families providing financial and retirement planning and guidance, as well as wealth management. Our approach integrates investments with tax-efficient estate and financial strategies to help preserve, and transfer wealth. Our diverse team of financial professionals offers decades of combined experience allowing Highland Financial Group to bring customized strategies to our individual clients and their businesses. Whether it is helping a retiree understand their pension options, addressing a complex, qualified plan dilemma for our corporate clients to guiding a family towards meeting their retirement goals, our talented team can bring the clarity, knowledge, and resources to the problem at hand. Equitable Advisors, LLC, member FINRA, SIPC (Equitable Financial Advisors in MI & TN) (NY, NY 212-314-4600), // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Highland Financial Group is not a registered investment adviser and is not owned or operated by Equitable Advisors or Equitable Network. AGE- 6628196.1 (6/24)(Exp.6/26)

Website
www.highlandfinancialgroup.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Multi-generational estate wealth and legacy planning strategies financial and retirement planning and guidance as well as wealth management with tax-efficient estate and financial strategies to help preserve transfer wealth.

Highland Financial Group Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

4 contacts with contact data
4 with email data and 1 with phone data in the visible sample.

Highland Financial Group People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

C
Craig Smith
Financial Advisor at Highland Financial
E
C
Christian Crays, Cfp®, Chfc®
Certified Financial Planner™
E
A
Adam Kroll
Financial Planner
EP
P
Paul Ziolkowski
Financial Planning Consultant
E

Highland Financial Group Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
4

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