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VerifiedFinancial Services· Founded 2018

Townsend Financial

Townsend Financial is a fee-only financial planning firm that works virtually with business owners and high income / high net worth individuals across the country. Townsend Financial’s typical clients are successful people making annually who have complex challenges and want to make the best use of their financial resources to have the life they want, today and tomorrow. They own and run profitable and sustainable businesses or are professionals with one or more types of stock compensation and are looking for a partner to help them make the right financial decisions. Townsend Financial provides financial planning through an ongoing comprehensive financial planning annual fee or hourly. Want to connect to see if we are the right fit for each other? Schedule a FREE introductory call with Heather to chat about your situation and ask any questions you have about our services. Go here to schedule: It's never too early or too late to start.

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HeadquartersScottsdale, United StatesEmployees1(1 to 10)Annual revenue$1M to <$10MFounded year2018Websitetownsend-financial.comLinkedIn profileLinkedIn

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  • 1financial planner & founder

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