Probity Advisors, Inc
For more than 60 years,our advisors have helped individuals, families, and businesses manage their financial assets and resources in order to achieve financial independence and security. With expertise in customized portfolio management, financial and estate planning, retirement benefits consulting, risk management solutions, and tax planning, Probity provides a comprehensive and integrated approach to managing and building wealth. Probity's team of Certified Financial Planners®, Chartered Financial Analysts®, and Chartered Financial Consultants® is committed to providing sound and unbiased advice to help clients optimize their complete financial picture with a coordinated estate, investment, and tax strategy.
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Verified contacts
4
available on Kipplo
LinkedIn employees
8
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
219
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- AK
Alissa Kaiser
Senior Associate · Finance & Accounting
EmailPhone - PM
Phillip Maxwell
Associate · Finance & Accounting
EmailPhone - BO
Buddy Ozanne
Founding Partner · General Business & Management
EmailPhone - SH
Sundus Hassan
Implementation Consultant · General Business & Management
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Probity Advisors, Inc
4 distinct titles indexed · top 4 shown.
- 1associate
- 1founding partner
- 1implementation consultant
- 1senior associate
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