Timmick Financial Group
Our Affiliations & Partnerships
The company we keep...
We maintain the following affiliations and partnerships that extend our reach and support our capabilities. Together these relationships help us provide the insightful and superior customer service that our clients have come to expect:
Founders Financial, Inc.
Founders Financial, Inc. is a private member organization comprised of over 60 like-minded independent financial planning professionals who have come together specifically to share knowledge, values and resources with each other for the common goal of continuously improving the quality of services we provide to our clients.
Financial Planning Association
The FPA is a valuable resource for continuing education, sharing of ideas and best practices, staying up on changing laws and regulations, and networking with a wide array of industry professionals.
Morningstar
Morningstar is a leading provider of investment and financial information. We subscribe to their most advanced software and services to provide what we believe are the best investment research and analytic tools available in the industry today.
Founders Financial Insurance Network
We have affiliated with this outstanding insurance services organization to extend the range of our insurance product offerings, to stay informed of the latest product changes and industry innovations, and to help design creative solutions to the wide array of insurance and risk management needs of our clients.
Founders Financial Securities, LLC
We have affiliated with this broker/dealer to provide transaction processing, regulatory compliance and other services to support activities related to all of our securities offerings. Founder Financial Securities, LLC is a member of FINRA/SIPC and is a Registered Investment Advisor.