Hungerford Financial logo

Hungerford Financial Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Hungerford Financial is a financial services firm based in Grand Rapids, Michigan, that focuses on retirement planning and guidance related to investments, Social Security, tax efficiency, and insurance. The firm emphasizes understanding clients’ core priorities to help manage wealth in a way that aligns with their goals, offering a structured process called CORE 360 to address complex questions about financial needs. Its client base reflects the local economy, including blue-collar workers, professional service providers, small business owners, executives, and healthcare professionals seeking to grow or protect wealth. Positioned in the financial services industry, Hungerford Financial aims to provide unbiased advice and a customized approach that is mindful of tax and cost efficiency as clients build assets for the future or preserve and transfer wealth. The company operates from its Grand Rapids location and serves individuals seeking comprehensive retirement planning and financial guidance.

Find Hungerford Financial employees' phone numbers or email addresses

Hungerford Financial Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Hungerford Financial's Leadership

  • Stylized image of a person
    C. P.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    T. P.
    Principal
    Phone icon
  • Stylized image of a person
    B. B.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    N. B.
    Investment Analyst
    Phone icon
  • Stylized image of a person
    D. B.
    Client Development Specialist
    Phone icon
  • Stylized image of a person
    D. S.
    Client Relations Associate
    Phone icon
  • Stylized image of a person
    L. R.
    Paraplanner
    Phone icon
  • Stylized image of a person
    T. P.
    Certified Wealth Strategist
    Phone icon

Hungerford Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Hungerford Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. P.
    Chief Investment Officer
    Phone icon
    United StatesMichigan
    Apr 21, 2026
  • Stylized image of a person
    T. P.
    Principal
    Phone icon
    United StatesMichigan
    Oct 25, 2025
  • Stylized image of a person
    B. B.
    Wealth Advisor
    Phone icon
    Nov 19, 2025
  • Stylized image of a person
    N. B.
    Investment Analyst
    Phone icon
    United StatesMichigan
    Jun 08, 2026
  • Stylized image of a person
    D. B.
    Client Development Specialist
    Phone icon
    United StatesFlorida
    May 28, 2026
  • Stylized image of a person
    D. S.
    Client Relations Associate
    Phone icon
    United StatesMichigan
    Oct 27, 2025
  • Stylized image of a person
    L. R.
    Paraplanner
    Phone icon
    Sep 11, 2025
  • Stylized image of a person
    T. P.
    Certified Wealth Strategist
    Phone icon
    United StatesMichigan
    Feb 18, 2026
  • Stylized image of a person
    W. G.
    Estate Planner
    Phone icon
    United StatesGeorgia
    Feb 19, 2024
  • Stylized image of a person
    C. C. A.
    Phone icon
    UNITED STATES
    Mar 09, 2023

Frequently Asked Questions

What is Hungerford Financial known for?

Minus sign iconPlus sign icon
Hungerford Financial operates in the Financial Services industry. The company's main headquarters is located in 2910 Lucerne Drive Southeast Grand Rapids, Michigan 49546 United States. Explore Hungerford Financial's company overview page for more information.

What is Hungerford Financial's most common email format?

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

How many employees does Hungerford Financial have currently?

Minus sign iconPlus sign icon
Hungerford Financial has approximately 9 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Hungerford Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Hungerford Financial's key employees include:

  • Chief Investment Officer: C. P.
  • Principal: T. P.
  • Wealth Advisor: B. B.
  • Investment Analyst: N. B.
  • Client Development Specialist: D. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.