The Financial Specialists

Financial Services - N/A, N/A, US

The Financial Specialists Employees
Jordan Funke

Vice President & Junior Partner at The Financial Specialists

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Jeremy Squires

Registered Representative

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Tanner Riley

Registered Representative

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David Funke

President/Financial Advisor

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Tanner Riley

Registered Representative

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The Financial Specialists Details

We are an independent Financial Planning & Benefits firm headquartered in Cedar Rapids, Iowa. Our associates are located in the Midwest. We have 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. Investment Advisory Services offered through The O.N. Investment Management Company. Member FINRA\SIPC One Financial Way Cincinnati, Ohio 45242 513-794-6794The Financial Specialists Inc. is independently owned and operated.

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Employees: 20 - 49
HQ: N/A
Location: N/A, N/A, US
Revenue: 1 - 2.5 Million
N/A
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