Family Financial Partners

Financial Services • Lexington, Kentucky, United States • 11-20 Employees

Company overview

Headquarters	1792 Alysheba Way, Suite 201, Lexington, KY 40509, US
Phone number	+18592191006
Website	familyfinancialpartners.com
NAICS	52
SIC	628
Keywords	Insurance Planning, College Planning, Retirement Planning, Investment Solutions, Fee For Plan
Founded	2005
Employees	11-20
Socials

Key Contacts at Family Financial Partners

Rick Gregory

Director Of Community Outreach

Mckellar Ciurlizza

Director Of Client Services

Greg Wright

Director Of Operations

Family Financial Partners Email Formats

Family Financial Partners uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@familyfinancialpartners.com), used 83.3% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@familyfinancialpartners.com	83.3%
{first initial}	j@familyfinancialpartners.com	16.7%

About Family Financial Partners

We utilize a team approach within our office and network of professionals to meet your family’s unique planning needs. By working with our team we know that you are entrusting us to help you and your family take prudent steps to grow and protect your wealth in order to achieve your goals. Throughout life certain financial planning objectives will change. For some of our younger families the goal may be figuring out how to regularly save for their future retirement while reducing consumer debt. For other clients the goal may be calculating how they can fund an early retirement. For our retired clients the objective may be simply to stay retired or to determine the best way to pass on their wealth to their children, grandchildren and/or charitable interest. At Family Financial Partners we understand that each of “our families” (as we refer to our clients) are more than just account numbers. Their assets have been built by hard work and through good stewardship can help ensure the success of future generations. Our commitment to help you meet your needs will allow you the time to focus more on what matters most, family. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 513.794.6794 Investment Advisory Services offered through O.N. Investment Management Company.

Family Financial Partners revenue & valuation

Annual revenue	$594,634
Revenue per employee	$50,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Partner

Employees by Department

Family Financial Partners has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Family Financial Partners has never raised funding before.

Family Financial Partners Tech Stack

Discover the technologies and tools that power Family Financial Partners's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

Akismet

WordPress plugins

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Family Financial Partners is located in Lexington, Kentucky, US.

You can reach Family Financial Partners at +18592191006.

Family Financial Partners was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Family Financial Partners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.