Financial Wellness Partners

www.financialwellnesspartners.com

Financial Wellness Partners is an employee benefits consulting firm concentrating on helping employers, employees, and individuals best allocate their financial resources. We are a true independent fiduciary advisor, free from conflicts of interest who will always put the needs of the employees and individuals first. Our pricing approach and technology bring comfort to both employees and employers so everyone finally understands and values their benefits. 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 Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Other advisory services offered through Stratos Wealth Partners, Ltd., a registered advisor. Stratos Wealth Partners and Financial Wellness Partners are separate entities from LPL Financial.

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Financial Wellness Partners is an employee benefits consulting firm concentrating on helping employers, employees, and individuals best allocate their financial resources. We are a true independent fiduciary advisor, free from conflicts of interest who will always put the needs of the employees and individuals first. Our pricing approach and technology bring comfort to both employees and employers so everyone finally understands and values their benefits. 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 Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Other advisory services offered through Stratos Wealth Partners, Ltd., a registered advisor. Stratos Wealth Partners and Financial Wellness Partners are separate entities from LPL Financial.

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Country

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State

Ohio

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Employees

1-10

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Founded

2018

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Social

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Potential Decision Makers

  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Retirement Plan Consultant

    Email ****** @****.com
    Phone (***) ****-****
  • Intern

    Email ****** @****.com
    Phone (***) ****-****

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