Overview

Flournoy Financial Group

Information by Research TrustFinance

https://flournoyfinancial.com

Flournoy Financial Group is a boutique financial services firm that operates as an independent affiliate of LPL Financial, one of the leading financial services companies in the United States. The firm's mission is to simplify clients' financial lives through a personalized and disciplined approach. They specialize in creating customized financial plans covering investment management, retirement planning, and wealth preservation for individuals, families, and business owners. Their process involves understanding a client's unique situation, designing a tailored strategy, and then deploying and managing that strategy over the long term.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service