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Business Profile

Fee Only Financial Advisor

F5 Financial

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Fee Only Financial Advisor.

Visit Website(678) 929-8394
See Hours
Operating Hours
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM

About

About This Business

F5 Financial Planning offers comprehensive, fee only financial planning services. We work with our clients to define their goals -- both short and long term. After that we help them with cash flow management, tax planning, insurance/risk management, education planning, estate planning, and investment management.

Business Details

BBB File Opened:
6/21/2022
Business Incorporated:
5/15/2020
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
F5 Financial Planning, L
Business Management:
Mr. Josh Duncan CFP, Team Leader
Mr. Curtis Stowers, Managing Member

Additional Contact Information

Principal Contacts
Mr. Josh Duncan CFP, Team Leader
Customer Contacts
Mr. Josh Duncan CFP, Team Leader
Mr. Curtis Stowers, Managing Member
Social Media
Facebook

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 6184795 for this business, issued by Financial Industry Regulatory Authority

Financial Industry Regulatory Authority

1735 K St NW

Washington DC 20006

BBB records show a license number of 170674 for this business, issued by Securities and Exchange Commission

Securities and Exchange Commission

450 5th Street, NW

Washington DC 20549

Additional Information

Business Categories
Fee Only Financial Advisor

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