Joule Financial

Joule Financial

Financial Services Lexington, Ky, United States 7 employees
Employees
7
Contacts
4
Emails
4

Joule Financial Overview

Headquarters
Lexington, Ky, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
7
Founded
2001
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Joule Financial

At Joule Financial we help clients in identifying and achieving their financial goals through financial planning and focused execution. We are a fee-only fiduciary, mandated to put the best interest of our clients before our own. We adhere to time-tested disciplined methodologies of financial and estate planning with the goal of achieving quantifiable results from our wealth management and investment process.

Joule Financial Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage

Joule Financial Org Chart

Sample employees and titles
Name Title Contact
Georgia L. Kilgore Administrative Support - Creative
Email
Vinson Bunting Operations Associate @ Joule Financial
Email
Allie Howard, Cpa, Mba Financial Planner, Diy Money Host
Email
Logan Gilland, Cfp® Advisor at Joule Financial
Email

Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 0
Executive 1 1 0

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