Flatiron Financial Group is a New Hampshire-registered, Investment Advisor, established in 2006. We believe in providing an unbiased, independent approach to personal wealth management, while putting you the client, first. In today's world, transparency is a key component in the financial marketplace. When providing a fee-based solution, our needs-based approach can remove potential conflicts within the advisory relationship. Investment selections are based on the objectives of each individual relationship. Our process allows us to gain a clear understanding of our client's goals and objectives. Implementing a diversified strategy of mutual funds, ETFs, stocks, and bonds helps to provide a customized strategies for each client’s individual risk parameters. Completing the holistic approach, we proactively work with our client’s current estate planning and tax planning partners, as it relates to our overall wealth management process.
View Top Employees from Flatiron Financial GroupWebsite | https://www.ameripriseadvisors.com/troy.neily/ |
Revenue | $872000 |
Employees | 6 (4 on RocketReach) |
Founded | 2006 |
Address | 302 Riverway Pl, Bedford, New Hampshire 03110, US |
Phone | (866) 644-3763 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 621 Companies, SIC Code 6211 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Flatiron Financial Group annual revenue was $872000 in 2024.
4 people are employed at Flatiron Financial Group.
Flatiron Financial Group is based in Bedford, New Hampshire.
The NAICS codes for Flatiron Financial Group are [52, 523].
The SIC codes for Flatiron Financial Group are [621, 6211, 62].