MD Financial (US)

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
Industry
Financial Services
Employees
22
Founded
2011
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Josh Lantz, Crpc(r) Operating Officer, Financial Advisor
Email Phone
Katherine Vessenes, Jd, Cfp(r)
Email
Tannis Fuller Senior Financial Consultant at Md Financial Management - Gestion Financière Md
Email
Chandra Campion Accounting Specialist at Md Advisors, Llc
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 Email Phone
Sales 2 2 0
Finance 2 1 2
Executive 1 1 1

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