Midwest Financial Planning Group

Financial Services • Findlay, Ohio, United States • 11-20 Employees

Company overview

Headquarters	630 S Main St, Findlay, Ohio 45840, US
Phone number	+1532024797
Websites	nm.com midwestfinancial.nm.com
NAICS	52
Founded	2021
Employees	11-20

Key Contacts at Midwest Financial Planning Group

Aaron Roush

Private Wealth Advisor And Co-Founder

J.J. Preston

Director Of Business Development

Gary Michel

Associate Private Wealth Advisor & Director Of Planning Services

Emily Von Stein

Human Resources Director

Midwest Financial Planning Group Email Formats

Midwest Financial Planning Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 88.9% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nm.com	88.9%
{first initial}.{second initial}{last name}	j.odoe@nm.com	11.1%

About Midwest Financial Planning Group

At Midwest Financial Planning Group, we serve the unique financial needs of highly successful business owners, executives, medical professionals and retirees. While many of our prospective clients are satisfied with their current advisors, they may not have encountered the benefits of a skilled team devoted to creating tailored financial plans aligned with their lifestyle and career-specific objectives. Our team is specifically designed to meet these needs. Reach out to us today to discover how the right advisor can benefit you!

Midwest Financial Planning Group revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director

Entry

Partner

Employees by Department

Midwest Financial Planning Group has 8 employees across 5 departments.

Departments

Number of employees

Funding Data

Midwest Financial Planning Group has never raised funding before.

Frequently asked questions

Midwest Financial Planning Group is located in Findlay, Ohio, US.

You can reach Midwest Financial Planning Group at +1532024797.

Midwest Financial Planning Group was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

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