Family Financial Services Employee Directory

Financial ServicesUnited States11-50 Employees

Family Financial Services operates in the financial services sector as a financial advisory and services firm registered as an Office of Supervisory Jurisdiction. Located in Wenatchee, Washington, the company provides advisory and related financial services to clients within the United States, supported by securities offered through Crown Capital Securities, L.P., a FINRA/SIPC member. With a modest organizational size, the firm serves individuals and possibly small businesses seeking guidance on financial planning and related services in a regulated environment. The business sits within a broad ecosystem of large, well-known financial firms and is positioned to provide localized, client-focused financial guidance through its entry into the U.S. market from its Wenatchee base.

Find Family Financial Services employees' phone numbers or email addresses

Family Financial Services Global Highlights

Location
Employees

North America
88

Minus sign iconPlus sign icon
  • United States Of America
    87
  • Canada
    1

Europe
2

Minus sign iconPlus sign icon
  • Switzerland
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Africa
1

Minus sign iconPlus sign icon
  • Uganda
    1

Family Financial Services's Leadership

  • Stylized image of a person
    M. B.
    President
    Phone icon
  • Stylized image of a person
    A. P.
    President
    Phone icon
  • Stylized image of a person
    J. H.
    Owner
    Phone icon
  • Stylized image of a person
    J. M.
    Company Owner
    Phone icon
  • Stylized image of a person
    K. D.
    Agency Owner
    Phone icon
  • Stylized image of a person
    J. S. C.
    Agency Owner, Retirement Income Professional
    Phone icon
  • Stylized image of a person
    B. M.
    Owner
    Phone icon
  • Stylized image of a person
    V. M.
    Owner
    Phone icon

Family Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Legal
  • Accounting
  • Administrative
  • Other
  • Business
  • Consultant

Contact profiles from Family Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. F.
    Owner
    Phone icon
    United StatesMississippi
    May 30, 2026
  • Stylized image of a person
    N. C.
    Manager
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    P. A.
    Manager
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    R. B.
    Assistant Manager
    Phone icon
    May 04, 2024
  • Stylized image of a person
    C. V.
    Branch Manager
    Phone icon
    United StatesOregon
    Jan 21, 2026
  • Stylized image of a person
    B. A.
    Branch Manager
    Phone icon
    United StatesOregon
    Jan 21, 2026
  • Stylized image of a person
    R. D.
    Senior Insurance Licensing Specialist Senior Insurance Marke
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    R. J.
    Managing Officer
    Phone icon
    Jun 27, 2026
  • Stylized image of a person
    L. H.
    Ingependent Agent
    Phone icon
    United States
    May 28, 2026
  • Stylized image of a person
    B. W.
    Financial Advisor
    Phone icon
    United StatesPennsylvania
    Feb 17, 2026

Frequently Asked Questions

What is Family Financial Services known for?

Minus sign iconPlus sign icon
Family Financial Services operates in the Financial Services industry. The company's main headquarters is located in United States; you can contact the main corporate office by phone at . Explore Family Financial Services's company overview page for more information.

What is Family Financial Services's most common email format?

Minus sign iconPlus sign icon
Family Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Family Financial Services email formats with LeadIQ.

How many employees does Family Financial Services have currently?

Minus sign iconPlus sign icon
Family Financial Services has approximately 36 employees as of May 2026. These team members are located across 3 continents, including North AmericaEuropeAfrica.

Who are Family Financial Services's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Family Financial Services's key employees include:

  • President: M. B.
  • President: A. P.
  • Owner: J. H.
  • Company Owner: J. M.
  • Agency Owner: K. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.