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Apogee Financial Partners jobs and careers

Atlanta, GA, United States

About Apogee Financial Partners

Apogee Financial Partners, formerly National Financial Services Group, is a values-based, comprehensive financial services firm that has built a solid reputation for excellence in service and enduring client relationships. Clients work with Apogee Financial Partners as their lead financial team for our integrity, accessibility, and sense of family. We offer personal, business, estate and legacy planning strategies which help give our clients the peace of mind that comes from knowing that steps have been taken to protect their futures. What this means to you is you gain a personal relationship with a financial professional who is on the same page with you. Your Financial Life In Order We help you get your financial life in order by breaking down information into simple terms and executing alongside you. A Sense Of Optimism We are encouraging in our approach and bring a sense of optimism as we look at the rest of your life. A Sense Of Calmness The real benefit is feeling more confident in your decisions and a sense of calmness about planning for your future. As a values-based firm, we offer our associates and their clients a judgement-free environment in which to achieve their goals while helping their clients achieve theirs. Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA / SIPC, 1050 Crown Pointe Parkway Suite 1700, Atlanta, GA 30338, - main number 770-512-5100. Apogee Financial Partners / National Financial Services Group is independent of Equity Services, Inc. TC66537(0619)p

Founded
1896
Employees
125
Headquarters
Atlanta

Leadership

The top of Apogee Financial Partners's org chart, with how many people report into each leader.

RC

Rick Cederberg

CEO

28 reports

MKPhoto of Matthew Keiss

Matthew Keiss

Executive Vice President

20 reports

IIPhoto of Ira Isaacs

Ira Isaacs

Executive Vice President

1 report

MVPhoto of Mark Vosk

Mark Vosk

Apogee Financial Partners

DHPhoto of Darryl Hicks

Darryl Hicks

Apogee Financial Partners

RMPhoto of Rose Ann McDonald

Rose Ann McDonald

Executive Vice President Of Strategic Initiatives

LSPhoto of Leida Speller

Leida Speller

Apogee Financial Partners

JYPhoto of Joseph Y. Yi

Joseph Y. Yi

Executive Vice President

Jobs at Apogee Financial Partners

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