PalomarWealth
Financial Services
4500 N Prospect Rd.
7 employees
- Employees
- 7
- Contacts
- 2
- Emails
- 2
PalomarWealth Overview
- Headquarters
- 4500 N Prospect Rd.
- Website
- www.palomarwealth.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2020
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About PalomarWealth
Our philosophy is based on our core Christian values and our collaboration with our corporate organization, Thrivent Advisor Network. PalomarWealth provides the right blend of education with financial strategies to plan for your financial future. As fiduciaries, we are ethically bound to put your needs first. Our practice creates lasting relationships built on trust to assist you in leading a life of purpose. See important disclosures at https://www.palomarwealth.com/disclosures. PalomarWealth may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. PalomarWealth and Thrivent Advisor Network, LLC are not affiliated companies. Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and PalomarWealth are not affiliated companies.
PalomarWealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
PalomarWealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Keith Hubble | President & CEO of Palomarwealth | Peoria Heights, Illinois, United States |
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|
| Trecia King | Administrative Specialist - Helping | Peoria Heights, Illinois, United States |
Email
|
| Kelly Holloway, Cfp® | Advisor - Helping Families Build True | Peoria Metropolitan Area, United States |
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|
| Greg Fairchild | Retired Elementary Principal; Currently | Dunlap, Illinois, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Senior / Lead
1 profile
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