LeadIQ logo
Learn more at LeadIQ.com
Apex Financial Advisors, Inc. logo

Apex Financial Advisors, Inc. Employee Directory

Financial ServicesPennsylvania, United States0-1 Employees

Apex Financial Advisors offers comprehensive financial planning and wealth management services, including investment management, asset allocation, estate preservation, retirement planning, and trust and insurance planning. They operate as an independent registered investment adviser, enabling a broad selection of investment options to fit individual needs, and they follow a fiduciary standard on a fee-only basis. Clients include high net worth individuals and families, privately held business owners, and corporate executives. Based in Yardley, Pennsylvania, the firm was founded by Robert Connell, who is recognized as one of the country's early certified financial planners. By maintaining independence, Apex emphasizes tailored advice and personalized financial planning aimed at achieving long-term financial stability.

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

Apex Financial Advisors, Inc. Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Apex Financial Advisors, Inc.'s Leadership

  • Client Services Administrator at Apex Financial Advisors, Inc.
    S. B.
    Client Services Administrator
    Mobile Phone
  • Maintenance at Apex Financial Advisors, Inc.
    C. M.
    Maintenance
    Mobile Phone

Apex Financial Advisors, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Apex Financial Advisors, Inc.

Name
Title
Contact
Location
Last Update
  • Client Services Administrator at Apex Financial Advisors, Inc.
    S. B.
    Client Services Administrator
    Mobile Phone
    United States, Pennsylvania
    Mar 31, 2026
  • Maintenance at Apex Financial Advisors, Inc.
    C. M.
    Maintenance
    Mobile Phone
    UNITED STATES
    Mar 09, 2023

Frequently Asked Questions

What is Apex Financial Advisors, Inc. known for?

Minus sign iconPlus sign iconApex Financial Advisors, Inc. operates in the Financial Services industry. You can contact Apex Financial Advisors, Inc.'s main corporate office by phone at
+1-801-486-****
. Explore Apex Financial Advisors, Inc.'s company overview page for more information.

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

Minus sign iconPlus sign iconApex Financial Advisors, Inc. employees' email format typically follows the pattern of FLast@afa-inc.com. Trying to find reliable and up-to-date employee contact data? Find more Apex Financial Advisors, Inc. email formats with LeadIQ.

How many employees does Apex Financial Advisors, Inc. have currently?

Minus sign iconPlus sign iconApex Financial Advisors, Inc. has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of July 2026, Apex Financial Advisors, Inc.'s key employees include:

  • Client Services Administrator: S. B.
  • Maintenance: C. M.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

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.