The Financial Specialists, Inc.
www.thefinancialspecialists.comWe are an independent financial planning and benefits firm headquartered in Cedar Rapids, Iowa. Although our associates are located in the Midwest, we serve clients throughout the United States. We assist our clients in the process of setting and reaching their financial objectives. Our client-centered system utilizes various specialists to provide high quality products and services which meet the needs of our clients. Our firm is driven by the satisfaction of helping clients achieve their financial goals. It is our practice, our experience, and our commitment to creating value for our clients. Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 513-794-6794. Investment Advisory Services offered through O.N. Investment Management Company. The Financial Specialists Inc. is independently owned and operated.
Read moreWe are an independent financial planning and benefits firm headquartered in Cedar Rapids, Iowa. Although our associates are located in the Midwest, we serve clients throughout the United States. We assist our clients in the process of setting and reaching their financial objectives. Our client-centered system utilizes various specialists to provide high quality products and services which meet the needs of our clients. Our firm is driven by the satisfaction of helping clients achieve their financial goals. It is our practice, our experience, and our commitment to creating value for our clients. Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 513-794-6794. Investment Advisory Services offered through O.N. Investment Management Company. The Financial Specialists Inc. is independently owned and operated.
Read moreCountry
State
Iowa
City (Headquarters)
Cedar Rapids
Employees
11-50
Founded
2004
Estimated Revenue
$1 to $1,000,000
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Vice President and Junior Partner at the Financial Specialists
Email ****** @****.comPhone (***) ****-****President / Financial Advisor
Email ****** @****.comPhone (***) ****-****Managing Director
Email ****** @****.comPhone (***) ****-****Strategic Coordinator
Email ****** @****.comPhone (***) ****-****
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