Apogee Financial Partners

Apogee Financial Partners

Financial Services, 1050 Crown Pointe Pkwy, Atlanta, Georgia, 30338, United States, 51-200 Employees

apogeefp.com

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Who is APOGEE FINANCIAL PARTNERS

Apogee Financial Partners, formerly National Financial Services Group, is a values-based, comprehensive financial services firm that has built a solid reputation for excellence in service...

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  • 1050 Crown Pointe Pkwy, Atlanta, Georgia, 30338, United States Headquarters: 1050 Crown Pointe Pkwy, Atlanta, Georgia, 30338, United States
  • 1896 Date Founded: 1896
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $50 Million to $100 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211

checked-icon Does something look wrong? Fix it. | View contact records from APOGEE FINANCIAL PARTNERS

Apogee Financial Partners Org Chart and Mapping

Employees

Adria Smith

Financial Services Professional

Cfp® Leida Speller

Certified Financial Planner

James Burns

Financial Representative

Joe Judge

CPA Financial Advisor

Tammy Jackson

Administrative Assistant

Leonard Lawrence

Financial Services Professional

Matthew Keiss

Executive Vice President

Sally Vosk

Education & Event Coordinator

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Frequently Asked Questions Regarding Apogee Financial Partners

Answer: Apogee Financial Partners's headquarters are located at 1050 Crown Pointe Pkwy, Atlanta, Georgia, 30338, United States

Answer: Apogee Financial Partners's phone number is 77********

Answer: Apogee Financial Partners's official website is https://apogeefp.com

Answer: Apogee Financial Partners's revenue is $50 Million to $100 Million

Answer: Apogee Financial Partners's SIC: 6211

Answer: Apogee Financial Partners has 51-200 employees

Answer: Apogee Financial Partners is in Financial Services

Answer: Apogee Financial Partners contact info: Phone number: 77******** Website: https://apogeefp.com

Answer: Apogee Financial Partners, formerly National Financial Services Group, is a values-based, comprehensive financial services firm that has built a solid reputation for excellence in service and enduring client relationships. Clients work with Apogee Financial Partners as their lead financial team for our integrity, accessibility, and sense of family. We offer personal, business, estate and legacy planning strategies which help give our clients the peace of mind that comes from knowing that steps have been taken to protect their futures. What this means to you is you gain a personal relationship with a financial professional who is on the same page with you. Your Financial Life In Order We help you get your financial life in order by breaking down information into simple terms and executing alongside you. A Sense Of Optimism We are encouraging in our approach and bring a sense of optimism as we look at the rest of your life. A Sense Of Calmness The real benefit is feeling more confident in your decisions and a sense of calmness about planning for your future. As a values-based firm, we offer our associates and their clients a judgement-free environment in which to achieve their goals while helping their clients achieve theirs. Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA / SIPC, 1050 Crown Pointe Parkway Suite 1700, Atlanta, GA 30338, - main number 770-512-5100. Apogee Financial Partners / National Financial Services Group is independent of Equity Services, Inc. TC66537(0619)p

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