210 Financial
For more than 20 years, our goal has been to help make retirement dreams a reality for today’s retirees. At 210 Financial, we specialize in working with retirees and those nearing retirement to help preserve their assets, plan their future and protect their legacy.
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Verified contacts
13
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
tools in use
Monthly traffic
22
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- JP
Jesse Psinas
Relationship Manager Client Service Advisor Agent Medicare Agent · Other
EmailPhone - NJ
Nick J. Maloof
Co-Founder | Growth Exec & Consultant | AI-Enabled Innovation | Customer Experience Builder | Faith-Driven Leader · Other
EmailPhone - PC
Phil Cooper
Founder & CEO at 210 Financial · Other
EmailPhone - KC
Katie Cooper
Director of Client Services · Customer/Client Service
EmailPhone - KS
Kenzie Sims
Director of Marketing · Advertising & Marketing
EmailPhone - AS
Austin Sims
Client Relations Advisor · Customer/Client Service
EmailPhone - JH
Jake Hauter
Service Advisor · Customer/Client Service
EmailPhone - LL
Lawson Leahr
Financial Advisor · Finance & Accounting
EmailPhone - CS
Carrie Stahl
Chief Executive Officer · General Business & Management
EmailPhone
Showing 9 of 13 verified contacts
Top roles at 210 Financial
11 distinct titles indexed · top 10 shown.
- 2service advisor
- 1chief executive officer
- 1client relations advisor
- 1co-founder | growth exec & consultant | ai-enabled innovation | customer experience builder | faith-driven leader
- 1director of client services
- 1director of employee & client services
- 1director of marketing
- 1financial advisor
- 1founder & ceo at 210 financial
- 1marketing coordinator
- +1more titles
Sign up to unlock all 13 contacts at 210 Financial
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