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Founded in 2000, Midwood financial services is the nations largest independently owned distributor of financial products and services to more than 250 banks in the United States. The company’s strength comes from its focus to continuously match it’s clients with the best product solutions and distribution strategies available in the financial industry. Midwood’s achievements are driven by its independence from any one financial product manufacturer. This gives Midwood the freedom to review, analyze and evaluate the widest range of products and services – selecting only those that meet the most stringent criteria for consumer oriented features, benefits and costs. Utilizing a national team of Regional Sales Directors, Midwood provides unsurpassed support to the sales and marketing efforts of licensed representatives within its client firms. Midwood designs and develops cutting-edge sales and marketing concepts in order to inspire compliant goal setting and achievement. A supporting team of internal Key Account Managers works in tandem with the RSD's to support sales and product administration. Unlike other firms, the Key Account Managers are dedicated to their specific accounts, eliminating confusion and increasing service effectiveness and quality. The National Sales Manager coordinates and directs the efforts of the RSD's and Key Account Managers to meet and exceed the sales targets and business goals of Midwood's partner firms. In 2005, recognizing the increasing importance of training and education in today's complex regulatory and continuously evolving financial services environment, Midwood established a Training and Education Department. Headed by our Training Director, Midwood promulgates proprietary training modules and related materials specific to the needs of its client financial institutions and brokerage firms. The Marketing Department designs and develops original marketing concepts which are provided as needed to its clients. Working with partner product providers, Midwood seamlessly integrates all marketing layers to support educational and sales goals.

View Top Employees from Midwood Financial Services, Inc.
Website http://www.midwood.com
Revenue $15 million
Funding $1.1 million
Employees 29 (21 on RocketReach)
Founded 2000
Address 16133 Ventura Blvd Ste 700, Encino, California 91436, US
Phone (818) 907-7601
Technologies
Industry Financial Services, Finance General, Fixed Annuities, Finance, Index Annuities, Guaranteed Income Products, Financial Product Marketing, Financial Product Training, Offshore Investments, Structured Products
SIC SIC Code 615 Companies, SIC Code 61 Companies
NAICS NAICS Code 5223 Companies, NAICS Code 52 Companies, NAICS Code 52232 Companies, NAICS Code 522 Companies, NAICS Code 522320 Companies

Midwood Financial Services, Inc. Questions

The Midwood Financial Services, Inc. annual revenue was $15 million in 2024.

Alan Blank is the President of Midwood Financial Services, Inc..

21 people are employed at Midwood Financial Services, Inc..

Midwood Financial Services, Inc. is based in Encino, California.

The NAICS codes for Midwood Financial Services, Inc. are [5223, 52, 52232, 522, 522320].

The SIC codes for Midwood Financial Services, Inc. are [615, 61].

Top Midwood Financial Services, Inc. Employees

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