Tamar Fink balances the feel of a boutique, family firm with the far-reaching business experience of a larger firm. Since 1986, we've developed a firm suited to our client -people of high success. We've staffed insurance brokers, underwriters and family wealth counselors to ensure our own accountability through a customer service team. We uphold relationships with a worldwide network of the best carriers, investors, and established charitable organizations. By caring and asking the right questions, we work closely with clients and their chosen advisors to gain a personalized understanding of their desires and objectives. Client services include Life Insurance and Estate Planning, Planned Giving Consulting, Family Wealth Counseling, Life Settlement/Policy Valuation, Gift Maximization Process and Policy Audit Process. Broker/Dealer and Outside RIA registered - Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC. Investment advisory services offered through Family Wealth Counselors, a Registered Investment Advisor. LSF and Family Wealth Counselors are not affiliated. Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory services offered through Family Wealth Counselors, a Registered Investment Advisor. LSF and Family Wealth Counselors are not affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
View Top Employees from Tamar Fink, IncWebsite | http://www.tamarfink.com |
Revenue | $3 million |
Employees | 14 (14 on RocketReach) |
Founded | 1995 |
Address | 1200 Ford Rd, Minnetonka, Minnesota 55305, US |
Phone | (612) 922-3113 |
Fax | (612) 922-3372 |
Technologies |
JavaScript,
HTML,
PHP
+9 more
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Industry | Insurance |
Competitors | EldenStreet Financial, Stone Point Financial Group, Tippett Moorhead & Haden, an Alera Group Company |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular Tamar Fink, Inc employee's phone or email?
The Tamar Fink, Inc annual revenue was $3 million in 2024.
Brian Banick is the COO of Tamar Fink, Inc.
14 people are employed at Tamar Fink, Inc.
Tamar Fink, Inc is based in Minnetonka, Minnesota.
The NAICS codes for Tamar Fink, Inc are [52, 523, 5239, 52393].
The SIC codes for Tamar Fink, Inc are [628, 62].