Worthington Financial Partners

Q: What is Worthington Financial Partners's company size?

Worthington financial partners has 11 - 50 people working.

Financial Services

Specialities :

401k

Business needs analysis

Charitable giving strategies

Financial strategies

Estate planning strategies

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

At Worthington Financial Partners, we work side by side with you to develop financial solutions that fit your lifestyle. We specialize in estate planning , tax planning, college education planning, federal employee benefit planning, wealth accumulation planning, and retirement planning strategies for you or your business. We trace our roots to 1883, the year that National Life Group opened an agency in the Baltimore area. Our financial services professionals live and work in the surrounding communities, and are part of our regions success. We proudly offer products and services from the issuing companies of National Life Group and Equity Service INC. In addition, we offer disability and long-term care products from some of the most respected companies in the industry. We strive to offer our clients the best expertise in the financial services field and have the necessary resources to address complex financial subjects, including onsite CFPs who specialize in advanced markets. S...

Contact Information

Timonium , Maryland , United States

worthingtonfinancialpartners.com

Worthington Financial Partners Org Chart

Employees

Total Employees:
27

Top Contacts:
1

C-Level 0	VP - Level-
Director-	Manager1
Others26

Employees Working At Worthington Financial Partners

Dan Ippolito

Recruiting Director

Frank Lucia

Managing Partner

Ryan Levin

Financial Professional

Anthony Santiago

Financial Services Professional

Jordan Alexander

Registered Representative

Worthington Financial Partners Email Formats

Buyer Intent

Pain Points	Locations	Technologies
Build & Release	Timonium, MD	communication, integrity, financial, scheduling, k, client service
Digital Transformation	Timonium, MD	communication, integrity, financial, scheduling, k, client service
Networking	Timonium, MD	communication, integrity, financial, scheduling, k, client service
Project Management	Timonium, MD	communication, integrity, financial, scheduling, k, client service
Support	Timonium, MD	communication, integrity, financial, scheduling, k, client service

Trigger

intent

Worthington Financial Partners looking to hire in Build & Release in Timonium, MD

intent Feb 25, 2025 Feb 25, 2025

intent

Worthington Financial Partners looking to hire in Digital Transformation in Timonium, MD

intent Feb 25, 2025 Feb 25, 2025

intent

Worthington Financial Partners looking to hire in Project Management in Timonium, MD

intent Feb 25, 2025 Feb 25, 2025

Tech Stack Used By Worthington Financial Partners

A quick view of products employed by Worthington Financial Partners

Outlook

List of technologies used by Worthington Financial Partners

Client service

Communication

Financial

Scheduling

OS Used By Worthington Financial Partners

Integrity

Jobs at Worthington Financial Partners

Hiring 2024-10-30 15:52:09

Financial Advisor

Timonium, MD

Worthington Financial Group (Partner of National Life Group)Financial Advisor Job DescriptionAre ...

Hiring 2024-12-09 01:10:33

Financial Advisor

Timonium, MD

Worthington Financial Group (Partner of National Life Group)Financial Advisor Job DescriptionAre ...

Hiring 2025-01-03 05:50:09

Financial Advisor

Timonium, MD

Worthington Financial GroupPartner of National Life GroupFinancial Advisor Job DescriptionAre you...

Frequently Asked Questions About Worthington Financial Partners

What does Worthington financial partners do?+

What are Worthington financial partners's specialties? +

401k,business needs analysis,charitable giving strategies,financial strategies,estate planning strategies,insurance strategies,investments,life insurance,pension plans,personal life insurance,retirement planning,risk management,and disability insurance