Financial Planning Services - tobuildwealth.com Employee Directory

Financial ServicesIndiana, United States2-10 Employees

Financial Planning Services is a comprehensive financial planning firm established to help our clients build wealth. Our clients receive assistance only after we are fully aware of the client`s goals and objectives.  Our recommendations are designed to be long-term solutions, not short-term fixes.  Our investment philosophy is based on our belief that the most important decision an investor can make is not which investment to buy, but rather, how assets should be allocated based upon the investors attitudes, objectives, circumstances and risk-taking capacity.

http://www.finra.org/
http://www.sipc.org/

http://www.facebook.com/tobuildwealth/

Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC.   Investment advisory and financial planning services offered through Financial Planning Services.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  Please visit our website for more disclosures.

Find Financial Planning Services - tobuildwealth.com employees' phone numbers or email addresses

Financial Planning Services - tobuildwealth.com Global Highlights

North America
15

United States Of America
15

Financial Planning Services - tobuildwealth.com's Leadership

K. S.
Chief Executive Officer
Mobile Phone
Email
H. H.
President
Mobile Phone
Email
R. J.
Director Of Marketing
Mobile Phone
Email
K. S.
Financial Advisor
Mobile Phone
Email
E. Z.
Insurance Agent
Mobile Phone
Email
K. J.
Financial Advisor
Mobile Phone
Email
T. L.
Financial Advisor
Mobile Phone
Email

Financial Planning Services - tobuildwealth.com Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other

Contact profiles from Financial Planning Services - tobuildwealth.com

Name

Title

Contact Info

Location

Last Update

H. H.
President
Mobile Phone
Email
Oct 23, 2024
K. S.
Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Jul 13, 2023
R. J.
Director Of Marketing
Mobile Phone
Email
United StatesDistrict of Columbia
Oct 23, 2024
K. S.
Financial Advisor
Mobile Phone
Email
Sep 25, 2025
E. Z.
Insurance Agent
Mobile Phone
Email
Oct 18, 2024
K. J.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Sep 25, 2025
T. L.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Financial Planning Services - tobuildwealth.com known for?

Financial Planning Services - tobuildwealth.com was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 6920 Pointe Inverness Way Suite 170 Fort Wayne, Indiana United States; you can contact the main corporate office by phone at

+1-260-469-****

. Explore Financial Planning Services - tobuildwealth.com's company overview page for more information.

What is Financial Planning Services - tobuildwealth.com's most common email format?

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

How many employees does Financial Planning Services - tobuildwealth.com have currently?

Financial Planning Services - tobuildwealth.com has approximately 8 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Financial Planning Services - tobuildwealth.com's key employees and leadership?

As of February 2026, Financial Planning Services - tobuildwealth.com's key employees include:

Chief Executive Officer: K. S.
President: H. H.
Director Of Marketing: R. J.
Financial Advisor: K. S.
Insurance Agent: E. Z.

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