Family First Financial Planning
Financial Services • 
Stuart, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 850 NW Federal Hwy, Stuart, Florida 34994, US |
| Phone number | +17727817648 |
| Websites | |
| NAICS | 52 |
| Keywords | Retirement Planning, Financial Planning, Investment Review And Recommendation |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
Key Contact at Family First Financial Planning
Leslie Trowbridge
Owner
Family First Financial Planning Email Formats
Family First Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@familyfirstfp.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@familyfirstfp.com | 66.7% |
{first name} | john@familyfirstfp.com | 33.3% |
About Family First Financial Planning
Our company’s mission statement reflects what we offer: To act as an advocate for our clients by assisting them in understanding, simplifying and implementing financial plans that will help them reach their unique life goals. We offer our services at an hourly rate or set project fee. We do not sell any investments or products and we act as a fiduciary to our clients. Family First Financial Planning is a Registered Investment Advisor in the states of Florida and Georgia. The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell securities or investment advisory services to residents of any state other that the states of Florida and Georgia or where otherwise legally permitted or where an exemption or exclusion from such registration exists.
Family First Financial Planning revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Family First Financial Planning has never raised funding before.
Family First Financial Planning Tech Stack
Discover the technologies and tools that power Family First Financial Planning's digital infrastructure, from frameworks to analytics platforms.
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Australia
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Frequently asked questions
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