At FMS Financial Partners, Inc., we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. FMS Financial Services is not affiliated with Kestra IS or Kestra AS. Fixed insurance services are offered through Partners Insurance Services, Inc. which is not affiliated with Kestra IS or Kestra AS. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Compliance Department at 512-697-6000.
View Top Employees from FMS Financial Partners, Inc.Website | http://www.fms3.com/ |
Revenue | $5 million |
Employees | 13 (12 on RocketReach) |
Founded | 1974 |
Address | 6345 Balboa Blvd Ste 290, Encino, California 91316, US |
Phone | (818) 609-7575 |
Fax | (818) 609-0185 |
Technologies |
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Industry | Financial Services, Finance General, Corporate contingency strategies, Finance, Employee benefits strategies, Family business strategies, Retirement plan strategies, Executive benefits strategies, Legacy planning strategies, Personal financial strategies |
SIC | SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
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The FMS Financial Partners, Inc. annual revenue was $5 million in 2023.
Brent Guttman is the President and Managing Partner of FMS Financial Partners, Inc..
12 people are employed at FMS Financial Partners, Inc..
FMS Financial Partners, Inc. is based in Encino, California.
The NAICS codes for FMS Financial Partners, Inc. are [52, 523].
The SIC codes for FMS Financial Partners, Inc. are [62].