Family Financial Services logo

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
90

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  • United States Of America
    89
  • 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
    K. M.
    Owner
  • Stylized image of a person
    T. L.
    Owner
  • Stylized image of a person
    R. B.
    Assistant Manager
  • Stylized image of a person
    R. D.
    Senior Insurance Licensing Specialist Senior Insurance Marke
  • Stylized image of a person
    R. J.
    Managing Officer
  • Stylized image of a person
    D. S.

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
Location
Last Update
  • Stylized image of a person
    K. M.
    Owner
    Aug 02, 2026
  • Stylized image of a person
    T. L.
    Owner
    Aug 07, 2026
  • Stylized image of a person
    R. B.
    Assistant Manager
    May 04, 2024
  • Stylized image of a person
    R. D.
    Senior Insurance Licensing Specialist Senior Insurance Marke
    Oct 21, 2024
  • Stylized image of a person
    R. J.
    Managing Officer
    Jun 27, 2026
  • Stylized image of a person
    D. S.
    Apr 24, 2025

Frequently Asked Questions

What is Family Financial Services known for?

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Family Financial Services operates in the Financial Services industry; 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 August 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 August 2026, Family Financial Services's key employees include:

  • Owner: K. M.
  • Owner: T. L.
  • Assistant Manager: R. B.
  • Senior Insurance Licensing Specialist Senior Insurance Marke: R. D.
  • Managing Officer: R. J.

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