Finger Financial, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Finger Financial, LLC operates in the financial services sector and serves individuals, families, and business owners across the United States since 2004. The firm emphasizes aligning financial decisions with client objectives and supports clients in developing actionable plans to reach their goals. Its product suite includes life insurance options (term, whole life, and indexed universal life), retirement planning, risk management, and fixed or indexed annuities, as well as business-oriented tools such as continuation plans, key person insurance, and buy-sell agreements. Planning is described as tailored to each client through collaboration among team members rather than a uniform approach. As a family-owned organization with multiple locations, Finger Financial relies on a team-based approach to assemble the appropriate mix of skills for each situation. The company is based in Lantana, Florida, and serves clients nationwide, with a focus on managing market risk while pursuing capital growth on a tax-favored basis.

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