Flagship Financial Advisors
Our clients are our passion. Flagship Financial was born out of the idea that our clients are not algorithms. We believe that everyone deserves to have the best financial solutions that match their personal situation, not recommendations based on computer models or the confines of a large firm's bottom line. A local independent firm, backed by trusted partners, and nearly 5 decades of industry experience - we are passionate about delivering financial advice, strategic planning, and impeccable service so you can focus on living life to the fullest. Dreams are meant to be reached and it is our mission to see them achieved."Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA Flagship Financial Advisors."
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Verified contacts
5
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
69
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JK
Jake Kosmala
Associate Portfolio Manager · Finance & Accounting
EmailPhone - TR
Trael Robertson
Associate Wealth Advisor · Finance & Accounting
EmailPhone - JM
Jeff Mucci
Wealth Advisor & Partner Owner · Other
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Flagship Financial Advisors
5 distinct titles indexed · top 5 shown.
- 1associate portfolio manager
- 1associate wealth advisor
- 1client services associate
- 1wealth advisor & partner fee-only financial planner accredited investment fiduciary
- 1wealth advisor & partner owner
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