Triplett-Westendorf Financial Group Company Profile, Contacts & Intelligence

Financial Services1680 Sw Ankeny Road5 employeesFounded 2016
3 contacts with email or phone data3 with email data1 with phone data
View verified contacts Compare competitors
Employees
5
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
2
Mapped contact coverage

Triplett-Westendorf Financial Group Overview

We believe that an enjoyable and lasting retirement is dependent on securing sustainable income. It is a shame to see someone work their entire life only to end up worried and anxious in retirement because they did not plan to replace their paycheck with income they cannot outlive. Your desired lifestyle is reliant on your ability to maximize your guaranteed income sources such as: Social Security, Pension, and additional lifetime income from personal savings. Outliving your money is not an option. We’re likely to introduce you to strategies that other financial firms won’t. That is because they either don’t understand them, or because they don’t align with the financial objectives of their firm. It’s our belief that your retirement savings should be maximized for your benefit, not ours or that of our company. You deserve clarity, transparency, and the comfort of owning an income stream that will last as long as you do regardless of economic conditions. You’re busy, we understand that. Your personal and professional life will occupy most of your time, but you cannot ignore your financial life. With us, you’ll get your arms around your financial life. We’ll do this together by taking a detailed inventory of your resources and goals. You’ll get a clear picture of where you are and what you need to do in order to achieve your desired outcome. You get answers to your questions and an education that will empower you to take control. Together, we take the worry out of your money.

Headquarters
1680 Sw Ankeny Road
Website
triplett-westendorf.com
Industry
Financial Services
Founded
2016
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Retirement Income Planning Social Security Planning Investment Management Budgeting Risk Management Financial Advise Investment Advise

Triplett-Westendorf Financial Group Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
2 company-domain emails
Visible contacts using Triplett-Westendorf Financial Group's company email domain.
Executive
1
Finance
1

Triplett-Westendorf Financial Group People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

S
Stacey Donnelly
T
Troy Westendorf
Founder/ President
E
M
Mark Triplett
Passionately Serving
EP
B
Breanna Thompson
Office Manager at Triplett-westendorf
E

Triplett-Westendorf Financial Group Workforce Composition

Seniority breakdown across 3 visible profiles.

Executive
1
Manager
1
Individual contributor
1

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