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Townsend

Financial Services

Specialities :
Comprehensive retirement planning
Wealth management
In-depth portfolio design
Investment research
Estate planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
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Employees
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Frequently Asked Questions About Townsend

What does Townsend do?+

Establishing a relationship and engaging a financial advisor on LinkedIn is unlikely. But keep reading! All relationships must start somewhere. Earning your trust takes time. Townsend is not just a RIA firm, its an all-around retirement experience built from weekly market updates, free educational/social events, quarterly newsletters and even special community volunteer opportunities. In fact, we have numerous clients who have built new relationships through our different events and outside community involvement. People choose Townsend because of our integrity and personalized client service. We work diligently to set achievable retirement expectations and are dedicated to the prudent stewardship of their...

What are Townsend's specialties? +

Comprehensive retirement planning,wealth management,in-depth portfolio design,investment research,estate planning,tax reduction strategies,financial education,401(k)/pension plan consulting,401(k)/pension rollovers,and 401(k) allocation recommendations

What is Townsend's industry? +

Townsend operates in the Financial services industry.

What is Townsend's revenue? +

Townsend's revenue is 11m - 100m

What is Townsend's company size? +

Townsend has 51 - 200 employees.

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