MD Financial (US)
Financial Services
Chanhassen, Minnesota, United States
22 employees
- Employees
- 22
- Contacts
- 3
- Emails
- 3
- Phones
- 1
MD Financial (US) Overview
- Headquarters
- Chanhassen, Minnesota, United States
- Phone Number
- Available in AeroLeads
- Website
- mdfinancialadvisors.com
- Industry
- Financial Services
- Employees
- 22
- Founded
- 2011
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About MD Financial (US)
MD Financial's Team of experts provides independent, specialized financial solutions exclusively for doctors. As their personal CFO, we help busy physicians and dentists simplify complex financial affairs, build wealth, and protect their financial future. There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where MD Financial Advisors can help. We can offer professional financial security advice to help you choose only those products that meet your current and future goals. MD Financial Advisors aims to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, we draw on a specialized suite of products and services to find those that address your unique situation. Investment advisor offering Investment Advisory services through Vestment Financial / MD Financial. Although Vestment Financial / MD Financial, is registered in various states, the firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve rendering of personalized investment advice for compensation will not be made without registration or exemption.
MD Financial (US) Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
MD Financial (US) Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Josh Lantz, Crpc(r) | Operating Officer, Financial Advisor | Chanhassen, Minnesota, United States |
Email
Phone
|
| Katherine Vessenes, Jd, Cfp(r) | Chanhassen, Minnesota, United States |
Email
|
|
| Tannis Fuller | Senior Financial Consultant at Md Financial Management - Gestion Financière Md | Greater Vancouver Metropolitan Area, Canada |
Email
|
| Chandra Campion | Accounting Specialist at Md Advisors, Llc | Mankato, Minnesota, United States |
View
|
Employees by Management Level
Individual contributor
4 profiles
Manager
2 profiles
Director
1 profile
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 2 | 2 | 0 |
| Finance | 2 | 1 | 2 |
| Executive | 1 | 1 | 1 |
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