Waypoint Financial Partners, LLC
www.waypointfinancialpartners.comThe professionals of Waypoint Financial Partners offer clients broad financial advice to equip them for educated decisions regarding their personal and business financial plans Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] [Waypoint Financial Partners, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d
Read moreThe professionals of Waypoint Financial Partners offer clients broad financial advice to equip them for educated decisions regarding their personal and business financial plans Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] [Waypoint Financial Partners, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d
Read moreCountry
State
Tennessee
City (Headquarters)
Franklin
Employees
11-50
Founded
2017
Social
Employees statistics
View all employeesPotential Decision Makers
President and Managing Partner
Email ****** @****.comPhone (***) ****-****Operations Associate
Email ****** @****.comPhone (***) ****-****Certified Financial Planner Professional
Email ****** @****.comPhone (***) ****-****
Technologies
(24)