Anderson Financial Group
Have you ever felt like the insurance and financial industries create a language that no one else understands? You're not alone. Consider us your go to translator. Or better yet, we've discovered most business owners and professionals would prefer to not be a part of the conversation to begin with. For many people, these aspects of running a business do little more than distract from their true business goals and mission. We create an environment that allows you to focus on the success and growth of your organization. The Anderson Financial Group is one of the leading employee benefits and wealth management firms in the Southwest. We focus on serving business owners, medical and legal professionals. We provide a comprehensive turnkey model that allows our clients to focus solely on the parts of their business that will have the greatest impact and personal reward. Investment Advisory Services offered through Kingswood Advisory Services, LLC, an SEC registered Investment Advisor. Securities offered through Benchmark Investments, Inc. Member FINRA/SIPC/MSRB
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Verified contacts
37
available on Kipplo
LinkedIn employees
45
1 to 10 range
Open roles
—
no listings
Distinct roles
33
indexed titles
Tech stack
1
tools in use
Monthly traffic
10
organic / mo
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Decision-makers and verified team members
37 contacts with verified email or phone · masked until revealed.
- DT
David Trujillo
Client Relations Manager · Customer/Client Service
EmailPhone - NR
Nancy Reaves
Manager, Customer Relations · Customer/Client Service
EmailPhone - BA
Brian Anderson
Owner · General Business & Management
EmailPhone - MR
Matthew Rembisz
Vice President · General Business & Management
EmailPhone - BL
Bob Lurie
Licensed Mortgage Loan Officer Branch Manager · Other
EmailPhone - JT
John Trujillo
Client Relations Manager · Customer/Client Service
EmailPhone - KA
Kelly Anderson
Operations Manager · Operations
EmailPhone - NR
Nancy Reaves
Manager, Client Servides · Customer/Client Service
EmailPhone - TR
Tasha Royster
Area Manager · Operations
EmailPhone
Showing 9 of 37 verified contacts
Top roles at Anderson Financial Group
33 distinct titles indexed · top 10 shown.
- 2client relations manager
- 2customer service representative
- 2owner
- 1account manager
- 1account supervisor
- 1accounting
- 1administrative assistant
- 1area manager
- 1associate vice president
- 1associate vice president of mortgage lending
- +23more titles
Sign up to unlock all 37 contacts at Anderson Financial Group
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