Family Financial Partners

  • Financial Services
  • Lexington KY
  • 11 employees
  • Financial Services
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Company Overview

Headquarters
1792 Alysheba Way, Suite 201, Lexington KY
Website
familyfinancialpartners.com
Phone
(859) 219-****
Employees
11
Founded in
2005
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Family Financial Partners

Family Financial Partners is a privately held financial services company headquartered in Lexington, Kentucky. With 11 employees, the firm manages a revenue of $2.5 million annually. Family Financial Partners specializes in providing comprehensive financial planning services tailored to meet the unique needs of individuals and families. The company offers a range of services designed to help clients achieve their financial goals, including retirement planning, investment management, estate planning, and debt reduction strategies. Family Financial Partners takes a personalized approach, working closely with clients to understand their individual circumstances and objectives. Family Financial Partners distinguishes itself by emphasizing a team-oriented approach, drawing upon a network of professionals to provide clients with comprehensive solutions. They prioritize building long-term relationships with their clients, treating them as more than just account numbers. The firm is committed to helping clients navigate complex financial decisions and achieve financial security for themselves and their families. Securities are offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 513.794.6794. Investment Advisory Services are offered through O.N. Investment Management Company. For more information about Family Financial Partners, please visit their website at familyfinancialpartners.com.

Company Leadership

David Smyth

Senior Partner - Financial Planning

Phone Email
McKellar Ciurlizza

Director Of Client Services

Phone Email

Family Financial Partners Industry Tags

Retirement Planning
Investment Solutions
Insurance Planning
Fee for Plan
College Planning
Financial Services
Financial Advisory Services
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FAQ

What is the location of Family Financial Partners's headquarters?
The headquarters of Family Financial Partners are situated at 1792 Alysheba Way, Suite 201, Lexington KY
What is Family Financial Partners's phone number?
Family Financial Partners's contact number is (859) 219-****.
What is Family Financial Partners's official website?
The official website of Family Financial Partners can be found at familyfinancialpartners.com.
What is Family Financial Partners's current revenue?
As of January 2015, Family Financial Partners's annual revenue reached $3B.
How many employees does Family Financial Partners currently have?
Family Financial Partners employs approximately 11+ people as of January 2015
Which industries is Family Financial Partners primarily operating in?
Family Financial Partners operates in the following industries: Finance, Credit
Who is the Senior Partner - Financial Planning of Family Financial Partners?
Family Financial Partners's Senior Partner - Financial Planning is David Smyth
What are Family Financial Partners's industry tags?
Family Financial Partners's industry tags include: Retirement Planning, Investment Solutions, Insurance Planning
When was Family Financial Partners founded?
Family Financial Partners was founded in 2005.

Employee Directory

Key Employees

Greg Wright

Director Of Operations

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Ryan Petrunyak

Operations Associate and Paraplanner

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