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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Verified contacts
79
available on Kipplo
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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Decision-makers and verified team members
79 contacts with verified email or phone · masked until revealed.
- JW
John Welch
Principal · Finance & Accounting
EmailPhone - MR
Maria Russell
Owner · General Business & Management
EmailPhone - BB
Bill Baker
VP Account Services · Customer/Client Service
EmailPhone - BR
Bruce Reich
Senior Vice President · General Business & Management
EmailPhone - CD
Cathy Davis
Office Manager · Operations
EmailPhone - CW
Charmaine Wallingford
Office Manager · Operations
EmailPhone - PH
Patricia Hutchinson
Accounting Vendor Relations Manager · Other
EmailPhone - SC
Shannon Clark
New Business Manager · Sales & Business Development
EmailPhone - AH
Amarlo Herrera
Financial Representative · Finance & Accounting
EmailPhone
Showing 9 of 79 verified contacts
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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