Sfp Wealth
SFP Wealth specializes in total integration. We believe that clients deserve comprehensive strategies that align every area of their financial picture. By uniting the goals you hope to achieve with a dedicated team of financial professionals, we will empower you to focus on accomplishing the things you value most. We are driven to help clients achieve success. Our financial professionals dedicate their experience across a wide range of disciplines to help simplify the complexities of the financial world. From individual investors and families to executives and small-to-midsize businesses, we work with clients who value a team-driven approach to enhancing financial wellness. Our time-honored process is tailored to our clients situation - no two clients are the same, and no two clients are treated alike. At SFP Wealth, we strive to have each client know our financial professionals, and our financial professionals know each client. This foundation provides unrivaled perspective, objectivity and collaboration as we collectively pursue your financial success. Disclosure: Securities and investment advisory services through qualified registered representatives of MML Investors Services, LLC. Member SIPC SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor, Boston, MA 02210. CRN202612-5396892 Licenses:
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Verified contacts
32
available on Kipplo
LinkedIn employees
35
11 to 50 range
Open roles
—
no listings
Distinct roles
24
indexed titles
Tech stack
1
tools in use
Monthly traffic
52
organic / mo
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Decision-makers and verified team members
32 contacts with verified email or phone · masked until revealed.
- LR
Leslie Rollins
Director of Client Operations, Sfp Wealth · Operations
EmailPhone - SR
Seth R Waltz
Principal · Finance & Accounting
EmailPhone - ES
Emily Simcoke
Wealth Advisor · Finance & Accounting
EmailPhone - JW
Jeff West
Relationship Manager, Retirement Plans · Finance & Accounting
EmailPhone - EM
Emmett Martin
Analyst · Finance & Accounting
EmailPhone - SB
Sophie Barrow
Retirement Analyst · Finance & Accounting
EmailPhone - AF
Amy Fradkin
Chief of Staff · General Business & Management
EmailPhone - CF
Catherine Freeman
Business Development Manager, Retirement Plans · Other
EmailPhone - MC
Michelle Cerone
Practice Manager, Protection Products · Other
EmailPhone
Showing 9 of 32 verified contacts
Top roles at Sfp Wealth
24 distinct titles indexed · top 10 shown.
- 3financial associate
- 3relationship manager, retirement plans
- 2associate wealth advisor
- 1alliance relationship manager, retirement plans
- 1analyst
- 1analyst, retirement plan
- 1business development manager, retirement plans
- 1chief of staff
- 1director of client operations, sfp wealth
- 1director of marketing
- +14more titles
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