Townsend Financial Company Profile, Contacts & Intelligence

Townsend Financial Overview

Townsend Financial is a fee-only financial planning firm that works virtually with business owners and high income / high net worth individuals across the country. Townsend Financial’s typical clients are successful people making $200,000+ annually who have complex challenges and want to make the best use of their financial resources to have the life they want, today and tomorrow. They own and run profitable and sustainable businesses or are professionals with one or more types of stock compensation and are looking for a partner to help them make the right financial decisions. Townsend Financial provides financial planning through an ongoing comprehensive financial planning annual fee or hourly. Want to connect to see if we are the right fit for each other? Schedule a FREE introductory call with Heather to chat about your situation and ask any questions you have about our services. Go here to schedule: https://www.townsend-financial.com/schedule/ It's never too early or too late to start.

Headquarters

Scottsdale, Arizona, United States

Website

townsend-financial.com

Industry

Financial Services

Founded

2018

Stock Symbol

WELL

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

Townsend Financial Contact Intelligence

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