Joule Financial

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

Headquarters
146 Deweese St, Lexington KY
Website
joulefinancial.com
Phone
(859) 881-****
Employees
2
Founded in
2001
Industry
Financial Services
More Details

Financials & Stats

Revenue

$3B

More Financials

Who is Joule Financial

Joule Financial is a fee-only financial planning firm based in Lexington, Kentucky. With a team of five dedicated professionals, they have established themselves as a trusted partner for individuals and families seeking to secure their financial future. Their commitment to transparency and client-centricity is reflected in their fiduciary responsibility, ensuring they always prioritize their clients' best interests above their own. Joule Financial specializes in helping clients define and achieve their financial goals through comprehensive financial planning and strategic execution. Their services encompass a wide range of financial needs, including wealth management, investment strategies, and estate planning. Utilizing time-tested methodologies, they aim to deliver quantifiable results and empower their clients to make informed decisions about their financial well-being. What sets Joule Financial apart is their unwavering commitment to ethical financial planning practices. As a fee-only fiduciary, they do not receive commissions or compensation based on product sales, eliminating potential conflicts of interest and ensuring their advice remains objective and unbiased. This transparent and client-focused approach has earned them a reputation for integrity and trustworthiness in the financial planning community. For personalized guidance on your financial journey, you can visit Joule Financial's website at joulefinancial.com or contact them directly.

Joule Financial Industry Tags

financial planning
wealth management
investment management
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FAQ

What is the location of Joule Financial's headquarters?
The headquarters of Joule Financial are situated at 146 Deweese St, Lexington KY
What is Joule Financial's phone number?
Joule Financial's contact number is (859) 881-****.
What is Joule Financial's official website?
The official website of Joule Financial can be found at joulefinancial.com.
What is Joule Financial's current revenue?
As of February 2019, Joule Financial's annual revenue reached $3B.
How many employees does Joule Financial currently have?
Joule Financial employs approximately 2+ people as of February 2019
Which industries is Joule Financial primarily operating in?
Joule Financial operates in the following industries: Finance, Credit
What are Joule Financial's industry tags?
Joule Financial's industry tags include: financial planning, wealth management, investment management
When was Joule Financial founded?
Joule Financial was founded in 2001.

Employee Directory

Key Employees

Quint Tatro

Adjunct Professor

Phone Email

Daniel Czulno

COO & Director of Financial Planning

Phone Email