Family Financial Services Employee Directory

Financial ServicesUnited States11-50 Employees

Family Financial Services operates in the financial services sector as a financial advisory and services firm registered as an Office of Supervisory Jurisdiction. Located in Wenatchee, Washington, the company provides advisory and related financial services to clients within the United States, supported by securities offered through Crown Capital Securities, L.P., a FINRA/SIPC member. With a modest organizational size, the firm serves individuals and possibly small businesses seeking guidance on financial planning and related services in a regulated environment. The business sits within a broad ecosystem of large, well-known financial firms and is positioned to provide localized, client-focused financial guidance through its entry into the U.S. market from its Wenatchee base.

Find Family Financial Services employees' phone numbers or email addresses

Family Financial Services Global Highlights

Location
Employees

North America
88

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  • United States Of America
    87
  • Canada
    1

Europe
2

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  • Switzerland
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Africa
1

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  • Uganda
    1

Family Financial Services's Leadership

  • Stylized image of a person
    M. B.
    President
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  • Stylized image of a person
    A. P.
    President
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  • Stylized image of a person
    J. H.
    Owner
    Phone icon
  • Stylized image of a person
    J. M.
    Company Owner
    Phone icon
  • Stylized image of a person
    K. D.
    Agency Owner
    Phone icon
  • Stylized image of a person
    J. S. C.
    Agency Owner, Retirement Income Professional
    Phone icon
  • Stylized image of a person
    B. M.
    Owner
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  • Stylized image of a person
    V. M.
    Owner
    Phone icon

Family Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Legal
  • Accounting
  • Administrative
  • Other
  • Business
  • Consultant

Contact profiles from Family Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. H.
    Owner
    Phone icon
    United StatesGeorgia
    Jun 27, 2026
  • Stylized image of a person
    J. M.
    Company Owner
    Phone icon
    United StatesNew Jersey
    Mar 25, 2026
  • Stylized image of a person
    K. D.
    Agency Owner
    Phone icon
    United StatesGeorgia
    Jun 25, 2026
  • Stylized image of a person
    J. S. C.
    Agency Owner, Retirement Income Professional
    Phone icon
    United StatesArizona
    Jun 25, 2026
  • Stylized image of a person
    B. M.
    Owner
    Phone icon
    United States
    May 11, 2026
  • Stylized image of a person
    M. B.
    President
    Phone icon
    United StatesFlorida
    Apr 16, 2026
  • Stylized image of a person
    V. M.
    Owner
    Phone icon
    United StatesNew Jersey
    May 28, 2026
  • Stylized image of a person
    A. P.
    President
    Phone icon
    United StatesConnecticut
    May 30, 2026
  • Stylized image of a person
    L. R.
    Chairman
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    O. B.
    Owner
    Phone icon
    United StatesVirginia
    Jul 17, 2025

Frequently Asked Questions

What is Family Financial Services known for?

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

What is Family Financial Services's most common email format?

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

How many employees does Family Financial Services have currently?

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Family Financial Services has approximately 36 employees as of May 2026. These team members are located across 3 continents, including North AmericaEuropeAfrica.

Who are Family Financial Services's key employees and leadership?

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As of May 2026, Family Financial Services's key employees include:

  • President: M. B.
  • President: A. P.
  • Owner: J. H.
  • Company Owner: J. M.
  • Agency Owner: K. D.

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