Farrall Wealth

  • Financial Services
  • Valparaiso IN
  • 4 employees
  • Financial Services
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Company Overview

Headquarters
105 E Lincolnway, Valparaiso IN
Website
farrallwealth.com
Phone
(219) 246-2516
Employees
4
Founded in
2010
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Farrall Wealth

Farrall Wealth is a privately held, boutique wealth management firm based in Valparaiso, Indiana. The company employs four individuals and generates an annual revenue of $2.5 million. Farrall Wealth operates as an independent entity, receiving support from LPL Financial. Farrall Wealth specializes in providing comprehensive wealth management services to individual clients. Their core mission is to act as stewards of their clients' assets, emphasizing personalized strategies tailored to each client's unique needs and goals. The firm leverages thorough research and analysis to develop investment plans that aim to grow, protect, preserve, and distribute wealth effectively. The company's distinctive approach is embodied in its proprietary "Farrall Wealth Management System," a four-phase plan that guides clients through a holistic investment journey. This system prioritizes open communication and collaborative decision-making, ensuring clients are actively involved in shaping their financial futures. For more information about Farrall Wealth and its services, please visit their website at www.farrallwealth.com/.

Farrall Wealth Industry Tags

Private Wealth Management
Retirement Planning
Investment Management
Estate Planning and Insurance
Captive Insurance Design
Business Succession
Charitable Inclinations
Qualified Retirement Plans
Captive Insurance Investment
High Concentrated Stock Positions
Financial Services
Financial Advisory Services
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FAQ

What is the location of Farrall Wealth's headquarters?
The headquarters of Farrall Wealth are situated at 105 E Lincolnway, Valparaiso IN
What is Farrall Wealth's phone number?
Farrall Wealth's contact number is (219) 246-2516.
What is Farrall Wealth's official website?
The official website of Farrall Wealth can be found at farrallwealth.com.
What is Farrall Wealth's current revenue?
As of October 2016, Farrall Wealth's annual revenue reached $3B.
How many employees does Farrall Wealth currently have?
Farrall Wealth employs approximately 4+ people as of October 2016
Which industries is Farrall Wealth primarily operating in?
Farrall Wealth operates in the following industries: Finance, Credit
What are Farrall Wealth's industry tags?
Farrall Wealth's industry tags include: Private Wealth Management, Retirement Planning, Investment Management
When was Farrall Wealth founded?
Farrall Wealth was founded in 2010.

Employee Directory

Key Employees

Brett Lemmons

Financial Advisor

Phone Email