Insights

Client Trust Focus F Joel Financial emphasizes building close, trusting relationships with clients through integrity and transparency. This focus suggests an opportunity to introduce advanced client relationship management tools or reputation enhancement services to strengthen their client engagement and retention strategies.

Niche Market Expertise Specializing in retirement strategies for families and retirees in the TriCities area, the company presents a potential sales opportunity for targeted retirement planning software, insurance solutions, or localized marketing services to expand their service offerings.

Limited Digital Presence While the company utilizes several digital tools like WordPress and YouTube, its small size and simple tech stack indicate room for digital modernization, such as integrated CRM systems, digital marketing campaigns, or online client engagement platforms to increase operational efficiency and visibility.

Growth Potential Given its long-standing presence but small team size, F Joel Financial may benefit from scalable financial technology solutions, hiring support, or partnership opportunities that can help expand their client base and service capabilities without large overhead increases.

Competitive Landscape Operating in a market with large, well-funded competitors like Fidelity and Charles Schwab suggests a need for specialized services or value-added solutions that differentiate F Joel Financial, such as boutique financial planning software, personalized investment tools, or bespoke client education resources.

F Joel Financial Tech Stack

F Joel Financial uses 8 technology products and services including cdnjs, RSS, WordPress, and more. Explore F Joel Financial's tech stack below.

  • cdnjs
    Content Delivery Network
  • RSS
    Content Management System
  • WordPress
    Content Management System
  • GiveSmart
    Fundraising And Donation Management
  • Wistia
    Online Video Platforms
  • Bootstrap
    UI Frameworks
  • YouTube
    Video Players
  • Apache
    Web Servers

Media & News

F Joel Financial's Email Address Formats

F Joel Financial uses at least 1 format(s):
F Joel Financial Email FormatsExamplePercentage

Frequently Asked Questions

Where is F Joel Financial's headquarters located?

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F Joel Financial's main headquarters is located at 8378 West Grandridge Boulevard #110-b Kennewick, Washington 99336 United States. The company has employees across 1 continents, including North America.

What is F Joel Financial's phone number?

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You can contact F Joel Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is F Joel Financial's official website and social media links?

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F Joel Financial's official website is fjoel.com and has social profiles on LinkedIn.

What is F Joel Financial's SIC code NAICS code?

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F Joel Financial's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does F Joel Financial have currently?

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As of December 2025, F Joel Financial has approximately 1 employees across 1 continents, including North America. Key team members include Position In Client Relations: M. N.. Explore F Joel Financial's employee directory with LeadIQ.

What industry does F Joel Financial belong to?

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F Joel Financial operates in the Financial Services industry.

What technology does F Joel Financial use?

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F Joel Financial's tech stack includes cdnjsRSSWordPressGiveSmartWistiaBootstrapYouTubeApache.

F Joel Financial

Financial ServicesWashington, United States0-1 Employees

F Joel Financial is a retirement strategy firm serving clients throughout TriCities, WA/OR for more than 19 years. Founded on the principles of trust and integrity, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. The Importance of a Trusted Advisor We understand that it’s important for you to have a trusted financial professional you can count on to provide you with accurate and helpful information. F Joel Financial wants to be your trusted financial professionals. We are experienced, responsive and understand your need for integrity and transparency. Plan for financial independence To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at info@fjoel.com or call us at (509)591-9160 today! Our Team Joel Thomas, President ~ is an experienced financial professional with a focus on retirement strategies and asset preservation for families and retirees. With over 20 years of experience, Joel is someone who is committed to having open and honest conversations with families in need of trusted advice. Luis Estrada, Managing Partner, Financial Advisor ~ is a well- respected, financial and insurance professional. His willingness to help families reduce fees and expenses on their investments and insurance has brought great value to families who want to maintain their lifestyle. Luis, personifies the qualities and morals that we share at our company. Krystle D. Tran, Head Administrator ~ brings more than client and customer service experience to the F Joel Financial team. As our administrator, Krystle acts to oversee the day to day operations of our firm while maintaining up to date reporting for the staff & clients. In addition, she really takes responsibility for keeping the office running smoothly & always is looking to improve our processes.

Section iconCompany Overview

Headquarters
8378 West Grandridge Boulevard #110-b Kennewick, Washington 99336 United States
Phone number
Website
fjoel.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

Section iconFunding & Financials

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