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Insights

Client-centric planning Longstanding regional financial services firm with a focus on objective comprehensive financial planning for middle income clients, presenting an opportunity to position advisory services and retirement planning offerings to similar demographics in northeast Kansas.

Small to mid market Firm size (11-50 employees) and revenue range ($1M-$10M) indicate a mid-market advisory with potential needs for scalable back-office, compliance, CRM, and portfolio management solutions tailored for growth and efficiency.

Local leadership Established since 1962 and occupying a prominent physical location suggests strong community presence; potential for local partnerships, co-branded education events, and targeted prospecting within regional networks.

Technology footprint Existing tech stack includes cloud and web initiatives (Microsoft 365, Apache, CMS tools) with basic web assets; opportunity to offer modern cybersecurity, data analytics, client portal, and digital onboarding enhancements.

Revenue stability Revenue range signals steady but moderate scale; cross-sell opportunities across insurance, retirement planning, and wealth management services to broaden client wallets and deepen advisory relationships.

Similar companies to T-M Financial, Inc.

T-M Financial, Inc. Tech Stack

T-M Financial, Inc. uses 8 technology products and services including gstatic.com, Cloudflare, Microsoft 365, and more. Explore T-M Financial, Inc.'s tech stack below.

  • gstatic.com
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers
  • bxSlider
    Web Tools And Plugins
  • prettyPhoto
    Web Tools And Plugins
  • WP-Cycle
    Web Tools And Plugins

T-M Financial, Inc.'s Email Address Formats

T-M Financial, Inc. uses at least 1 email format:
T-M Financial, Inc. Email FormatsExamplePercentage
FLast@t-mfinancial.comJDoe@t-mfinancial.com
100%

Frequently Asked Questions

What is T-M Financial, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact T-M Financial, Inc.'s main corporate office by phone at
+1-785-266-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is T-M Financial, Inc.'s official website and social media links?

Minus sign iconPlus sign iconT-M Financial, Inc.'s official website is t-mfinancial.com and has social profiles on LinkedIn.

How much revenue does T-M Financial, Inc. generate?

Minus sign iconPlus sign icon As of September 2026, T-M Financial, Inc.'s annual revenue is estimated to be $1M - $10M.

What is T-M Financial, Inc.'s NAICS code?

Minus sign iconPlus sign iconT-M Financial, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does T-M Financial, Inc. have currently?

Minus sign iconPlus sign iconAs of September 2026, T-M Financial, Inc. has approximately 18 employees across 2 continents, including North America and Africa. Key team members include President: R. M., Financial Consultant: F. B. and Financial Consultant: F. C. Explore T-M Financial, Inc.'s employee directory with LeadIQ.

What industry does T-M Financial, Inc. belong to?

Minus sign iconPlus sign iconT-M Financial, Inc. operates in the Financial Services industry.

What technology does T-M Financial, Inc. use?

Minus sign iconPlus sign iconT-M Financial, Inc.'s tech stack includes gstatic.com, Cloudflare, Microsoft 365, Apache, Apache HTTP Server, bxSlider, prettyPhoto and WP-Cycle.

What is T-M Financial, Inc.'s email format?

Minus sign iconPlus sign iconT-M Financial, Inc.'s email format typically follows the pattern of FLast@t-mfinancial.com. Find more T-M Financial, Inc. email formats with LeadIQ.

When was T-M Financial, Inc. founded?

Minus sign iconPlus sign iconT-M Financial, Inc. was founded in 1962.
T-M Financial, Inc. logo

T-M Financial, Inc.

Financial ServicesKansas, United States11-50 Employees

T-M Financial, Inc. is a financial services firm based in Topeka, Kansas, founded in 1962. The company serves middle-income clients by offering comprehensive financial planning that accommodates individuals with or without initial investment capital, emphasizing objective advice and detailed research. Positioned in the financial services sector, it emphasizes thorough planning as a core service to help clients pursue their financial goals. The firm occupies the top floor of Capital City Bank, reflecting its long-standing presence in northeast Kansas and its status as one of the region’s established practitioners in its field. The organization employs a team capable of delivering planning services tailored to a diverse range of client needs, focusing on realistic, well-supported financial plans rather than sales-driven recommendations.

Section iconCompany Overview

Phone number
+1-785-266-****
Website
t-mfinancial.com
NAICS Code
52 - Finance and Insurance
Founded
1962
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    T-M Financial, Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • President at T-M Financial, Inc.
    R. M.
    President
    Mobile Phone
  • Financial Consultant at T-M Financial, Inc.
    F. B.
    Financial Consultant
    Mobile Phone
  • Financial Consultant at T-M Financial, Inc.
    F. C.
    Financial Consultant
    Mobile Phone

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