Maxwell Financial Management
Financial Services
6530 West Campus Oval
7 employees
- Employees
- 7
- Contacts
- 4
- Emails
- 4
- Phones
- 1
Maxwell Financial Management Overview
- Headquarters
- 6530 West Campus Oval
- Website
- maxwellfm.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 1981
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Maxwell Financial Management
Financial Independence Begins with a Plan. Financial Planning organizes and sets you in the direction of your goals. It helps you make decisions pertaining to investments, saving for college and/or retirement, taxes, estate planning, insurance, investments, employee benefits, and developing appropriate spending plans. Our experience and disciplined approach can help you optimize your financial resources by avoiding mistakes and taking advantage of opportunities when they come available. Acting as your “financial coach,” we seek to take the stress out of making important decisions in your financial life. When decisions need to be made, we will be there to help you. Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.
Maxwell Financial Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Maxwell Financial Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Heather Chill | Executive Assistant at Maxwell | Westerville, Ohio, United States |
Email
|
| Bryn Challacombe | Retired | New Albany, Ohio, United States |
Email
|
| Adam T. Hill, Cfp | Ceo/president at Maxwell Financial | New Albany, Ohio, United States |
Email
|
| Katy Ufferman Chfc® | Vice President, Lpl Financial Advisor | New Albany, Ohio, United States |
Email
Phone
|
Employees by Management Level
Executive
2 profiles
Individual contributor
1 profile
Associate / junior
1 profile
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