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VerifiedFinancial Services· Founded 1896

Apogee Financial Partners

Apogee Financial Partners, formerly National Financial Services Group, is a values-based, comprehensive financial services firm that has built a solid reputation for excellence in service and enduring client relationships. Clients work with Apogee Financial Partners as their lead financial team for our integrity, accessibility, and sense of family. We offer personal, business, estate and legacy planning strategies which help give our clients the peace of mind that comes from knowing that steps have been taken to protect their futures. What this means to you is you gain a personal relationship with a financial professional who is on the same page with you. Your Financial Life In Order We help you get your financial life in order by breaking down information into simple terms and executing alongside you. A Sense Of Optimism We are encouraging in our approach and bring a sense of optimism as we look at the rest of your life. A Sense Of Calmness The real benefit is feeling more confident in your decisions and a sense of calmness about planning for your future. As a values-based firm, we offer our associates and their clients a judgement-free environment in which to achieve their goals while helping their clients achieve theirs. Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation. Securities and investment advisory services are offered solely by Equity Services, Inc, Member FINRA / SIPC, 1050 Crown Pointe Parkway Suite 1700, Atlanta, GA 30338- main number 770-512-5100. Apogee Financial Partners / National Financial Services Group is independent of Equity Services, Inc. TC66537(0619)p

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HeadquartersAtlanta, United StatesEmployees89(51 to 200)Annual revenue$1M to <$10MFounded year1896Websiteapogeefp.comLinkedIn profileLinkedIn

Verified contacts

79

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LinkedIn employees

89

51 to 200 range

Open roles

no listings

Distinct roles

50

indexed titles

Tech stack

2

tools in use

Monthly traffic

176

organic / mo

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Top roles at Apogee Financial Partners

50 distinct titles indexed · top 10 shown.

  • 9financial advisor
  • 5financial professional
  • 4financial services professional
  • 4office manager
  • 3executive vice president
  • 3financial representative
  • 2administrative assistant
  • 2agent
  • 2executive assistant
  • 2financial planner
  • +40more titles

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