Buttonwood Financial Group, Llc
At Buttonwood Financial Group we focus on comprehensive Wealth Management - tax, insurance, estate planning, investments, cash flow, and financial planning. We serve as your Family CFO helping to make sure these items are coordinated and targeted to specifically fit your specific needs and financial objectives. After all it’s your money, your needs, and your life! At Buttonwood Financial Group we have taken our goal of being a client centric firm to the next level. To us client centric entails: Better personal service than investors can get anywhere else, honest, top-notch professionals, a first-rate team focused on YOUR comprehensive financial objectives, 24-hour web access to accounts and financial plan, fee based compensation rather than commissions, and personalized services— oh, and at a cost often far less than our lower service competitors. When done right, a wealth management firm can make a huge positive impact on your life! When you are ready to move your financial life forward give us a call.
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Verified contacts
17
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
153
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- KH
Kyle Hogan
Lead Advisor · General Business & Management
EmailPhone - MS
Mitchell Smith
Lead Advisor · General Business & Management
EmailPhone - MV
Macy Vulgamore
Marketing Manager · Advertising & Marketing
EmailPhone - MG
Mitch Gasbarro
Wealth Management Strategist · Finance & Accounting
EmailPhone - WM
Wendy McGraw
Office Manager · Operations
EmailPhone - BO
Brandis Outlaw
Customer Service Specialist · Customer/Client Service
EmailPhone - CE
Carlos Eduardo Carriedo
Customer Service Specialist · Customer/Client Service
EmailPhone - CH
Chris Henry
Portfolio Technical Specialist · Information Technology
EmailPhone - DB
Danielle Brown
Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Buttonwood Financial Group, Llc
12 distinct titles indexed · top 10 shown.
- 2customer service specialist
- 2lead advisor
- 2marketing manager
- 2portfolio business specialist
- 2wealth management strategist
- 1cfp® candidate @ byu-i🔹wealth management society | junior advisor🔹actively pursuing | business finance degree | financial planning minor - cfp® board accredited program- | series 65 completed🔹
- 1chief operating & growth officer
- 1financial planner
- 1office manager
- 1portfolio technical specialist
- +2more titles
Sign up to unlock all 17 contacts at Buttonwood Financial Group, Llc
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