Maxwell Financial Management logo
VerifiedFinancial Services· Founded 1981

Maxwell Financial Management

Financial Independence Begins with a Plan. Financial Planning organizes and sets you in the direction of your goals. It helps you make decisions pertaining to investments, saving for college and/or retirement, taxes, estate planning, insurance, investments, employee benefits, and developing appropriate spending plans. Our experience and disciplined approach can help you optimize your financial resources by avoiding mistakes and taking advantage of opportunities when they come available. Acting as your “financial coach,” we seek to take the stress out of making important decisions in your financial life. When decisions need to be made, we will be there to help you. Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.

7-day free trial · no credit card

HeadquartersNew Albany, United StatesEmployees7(1 to 10)Annual revenue<$1MFounded year1981Websitemaxwellfm.comLinkedIn profileLinkedIn

Verified contacts

5

available on Kipplo

LinkedIn employees

7

1 to 10 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

Sign up free to see all 5 verified contacts at Maxwell Financial Management

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

5 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Maxwell Financial Management

5 distinct titles indexed · top 5 shown.

  • 1(-)
  • 1director of financial planning and investment research
  • 1lead assistant for insurance & securities business
  • 1student at hobart and william smith colleges
  • 1vice president, lpl financial advisor

Sign up to unlock all 5 contacts at Maxwell Financial Management

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 5 verified contacts at Maxwell Financial Management

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Maxwell Financial Management | Kipplo Discover