Financial Focus, Inc. Employee Directory

Financial ServicesNew Hampshire, United States0-1 Employees

Financial Focus, Inc. is a Wolfeboro, New Hampshire-based independent financial planning firm and Registered Investment Advisor operating in the financial services industry. It offers a fee-only model, with compensation exclusively from clients, and emphasizes a team-based approach to deliver personalized, goals-based planning and comprehensive financial services such as portfolio management, estate and tax planning, retirement and education planning, charitable planning, and trust services. The firm targets individuals seeking structured guidance aligned with their personal life goals, aiming to address diverse planning needs through customized financial plans and coordinated services. Noting recent corporate activity, Financial Focus was reported as having been acquired by F.L. Putnam Investment Management Company in April 2019, signaling a change in ownership while the firm continues to provide its planning services from its New Hampshire base.

Find Financial Focus, Inc. employees' phone numbers or email addresses

Financial Focus, Inc. Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Financial Focus, Inc.'s Leadership

  • Stylized image of a person
    T. J.
    Operations Manager
    Phone icon
  • Stylized image of a person
    L. F.
    Financial Planner
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  • Stylized image of a person
    J. M.
    Bookkeeper
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  • Stylized image of a person
    M. R.
    Assurance Associate
    Phone icon

Financial Focus, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Financial Focus, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. J.
    Operations Manager
    Phone icon
    United StatesNew Jersey
    Jan 29, 2026
  • Stylized image of a person
    L. F.
    Financial Planner
    Phone icon
    United StatesNew Hampshire
    Feb 14, 2024
  • Stylized image of a person
    J. M.
    Bookkeeper
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    M. R.
    Assurance Associate
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Financial Focus, Inc. known for?

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Financial Focus, Inc. operates in the Financial Services industry. The company's main headquarters is located in Wolfeboro, New Hampshire United States; you can contact the main corporate office by phone at . Explore Financial Focus, Inc.'s company overview page for more information.

What is Financial Focus, Inc.'s most common email format?

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Financial Focus, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Focus, Inc. email formats with LeadIQ.

How many employees does Financial Focus, Inc. have currently?

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Financial Focus, Inc. has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Financial Focus, Inc.'s key employees and leadership?

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As of February 2026, Financial Focus, Inc.'s key employees include:

  • Operations Manager: T. J.
  • Financial Planner: L. F.
  • Bookkeeper: J. M.
  • Assurance Associate: M. R.

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