Apogee Financial Partners

  • Financial Services
  • Atlanta GA
  • 90 employees
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Company Overview

Headquarters
1050 Crown Pointe Parkway Suite 1700, Atlanta GA
Website
apogeefp.com
Phone
(704) 892-8986
Employees
90
Founded in
1896
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 6211 Companies
SIC Code 62 Companies
SIC Code 621 Companies
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Financials & Stats

Revenue

$6B

Total Funding Amount

$134,000M

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Who is Apogee Financial Partners

Apogee Financial Partners, formerly National Financial Services Group, is a values-based financial services firm headquartered in Atlanta, Georgia. The company employs 90 people and generates $6.3 million in annual revenue. Apogee Financial Partners provides a range of financial services, including personal, business, estate, and legacy planning strategies. Their approach is focused on helping clients gain a sense of peace of mind by ensuring their financial futures are protected. They strive to build enduring client relationships based on integrity, accessibility, and a familial atmosphere. Apogee Financial Partners distinguishes itself through its commitment to breaking down complex financial information into understandable terms and working collaboratively with clients to execute plans. The firm emphasizes a positive and encouraging approach, aiming to instill confidence in clients' decisions and create a sense of calm regarding their financial future. Clients seeking to learn more about Apogee Financial Partners' services can visit their website at apogeefp.com or call 770-512-5100.

Company Leadership

Rudy Rodriguez

Executive Vice President

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Joe Yi

Executive Vice President

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Matthew Keiss

Executive Vice President

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Apogee Financial Partners Tech Stack

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FAQ

What is the location of Apogee Financial Partners's headquarters?
The headquarters of Apogee Financial Partners are situated at 1050 Crown Pointe Parkway Suite 1700, Atlanta GA
What is Apogee Financial Partners's phone number?
Apogee Financial Partners's contact number is (704) 892-8986.
What is Apogee Financial Partners's official website?
The official website of Apogee Financial Partners can be found at apogeefp.com.
What is Apogee Financial Partners's current revenue?
As of July 2023, Apogee Financial Partners's annual revenue reached $6B.
How many employees does Apogee Financial Partners currently have?
Apogee Financial Partners employs approximately 90+ people as of July 2023
Which industries is Apogee Financial Partners primarily operating in?
Apogee Financial Partners operates in the following industries: Credit, Finance
Who is the Executive Vice President of Apogee Financial Partners?
Apogee Financial Partners's Executive Vice President is Rudy Rodriguez
What is Apogee Financial Partners's total funding to date?
Apogee Financial Partners has secured $134,000M as of July 2023
When was Apogee Financial Partners founded?
Apogee Financial Partners was founded in 1896.

Employee Directory

Key Employees

Ira Isaacs

Executive Vice President

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DeMark Benton Liggins

Financial Advisor

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Evelyn Funderburke

Executive Adminstrator

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Sally Vosk

Education & Event Coordinator

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