Financial Partners, Inc.

Financial Services - Ottumwa, IA, US

Financial Partners, Inc. Details

An Iowa independent boutique financial advisory firm founded by Bob Kramer, AIF® - Accredited Investment Fiduciary, offering financial and retirement planning including pension programs, fee-based investments, estate planning and insurance. Our Mission is to provide intelligent and trustworthy advisory services. Our Vision is to make a positive, profound impact on the lives of you and your family. Through our unique process, The Intelligent Advantage™, we assist our clients in reaching their most important objectives. Like a fingerprint, every client is different, and we design their financial plans according to their aspirations for the people most important to them. Our long-term commitment to our clients is built on the highest level of integrity, trust and experience. Contact us to discuss what we do differently at 641-684-0368.Securities offered through Sigma Financial Corporation, Member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. Financial Partners, Inc. is independent of Sigma Financial Corporation and Sigma Planning Corporation.

Financial Partners, Inc. logo, Financial Partners, Inc. contact details
Employees: 10 - 19
HQ: 641-684-0368
Location: Ottumwa, IA, US
Revenue: 2.5 - 5 Million
Financial Advisor Investment Management Retirement Planning Income Planning Tactical Management Strategic Management Financial Planning 401(k) IRA Pensions Trusts Portfolio Management
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