Practice Financial Group, Llc
Practice Financial Group is a full-service tax, accounting and financial planning firm dedicated to serving the business and personal financial needs of dentists of all specialties. Specific services include-Comprehensive Financial Planning -Investment Management -Tax Consulting and Preparation -Accounting and Payroll services -Buyer representation and Start-up Consulting Simply put, our mission is to help our doctor clients Keep more of the money they earn; Grow the money they keep, and Simplify their lives in the process.
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Verified contacts
17
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
139
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- JW
Jakob Wilson
Associate Planner · Finance & Accounting
EmailPhone - JK
Joshua Kendrick
Accounting Specialist · Finance & Accounting
EmailPhone - KB
Kati Bolin
Tax and Accounting Specialist · Finance & Accounting
EmailPhone - WP
Weston Penkert
Accounting Specialist · Finance & Accounting
EmailPhone - CR
Chad Rogers
Partner · General Business & Management
EmailPhone - RM
Ryan Millar
Partner · General Business & Management
EmailPhone - JC
Josh Conner
Director of Accounting · Finance & Accounting
EmailPhone - JN
Julie Nelson
Executive Assistant over Insurance and Investments · Other
EmailPhone - KK
Kate Kostenko
Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Practice Financial Group, Llc
8 distinct titles indexed · top 8 shown.
- 4tax and accounting specialist
- 3financial planner
- 2accounting specialist
- 2associate planner
- 2partner
- 1chief operating officer
- 1director of accounting
- 1executive assistant over insurance and investments
Sign up to unlock all 17 contacts at Practice Financial Group, Llc
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