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VerifiedFinancial Services· Founded 2022

Munn Financial Group

We support clients with a wide range of financial planning and wealth management needs. Our CFP® practitioners are legally and professionally obligated to put our clients’ best interests first, without exception. And, because we are completely independent, we have the freedom and flexibility to provide truly custom financial advice specifically designed to pursue each client’s unique needs. This is always delivered with the highest standards of integrity, work ethic, compassion, and expertise. That’s the Munn Financial Group Difference. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and advisory services offered through LPL Financial, a registered investment advisor, member of FINRA / SIPC.

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HeadquartersPittsford, United StatesEmployees6(1 to 10)Founded year2022Websitemunnfinancialgroup.comLinkedIn profileLinkedIn

Verified contacts

6

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LinkedIn employees

6

1 to 10 range

Open roles

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Distinct roles

4

indexed titles

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1

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Monthly traffic

organic / mo

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Top roles at Munn Financial Group

4 distinct titles indexed · top 4 shown.

  • 2partner
  • 1client relationship manager
  • 1client services associate
  • 1portfolio manager

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