Company Overview
- Website
- apogeefp.com
- Phone
- (704) 892-8986
- Employees
- 90
- Founded in
- 1896
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services621 - Security Brokers, Dealers, and Flotation Companies6211 - Security Brokers, Dealers, and Flotation Companies
Financials & Stats
Revenue
$6B
Total Funding Amount
$134,000M
Recent News & Media
Keeping too much cash in your checking account might seem safe, but it could be costing you in missed opportunities. Have questions? Let's connect to discuss your strategy.
- Jul 1, 2025
- linkedin.com
Bio - Rose Ann McDonald
- Apr 8, 2025
- wifs-atlanta.org
Darrie Schlesinger
- Oct 8, 2024
- apogeefp.com
Apogee Financial Partners - Debbie Dorman
- Jun 18, 2024
- hart-chamber.org
Patrica Haynes with Apogee Financial Partners
- May 11, 2024
- realproducersmag.com
Apogee Financial Partners: Read reviews and ask questions
- Apr 7, 2024
- app.joinhandshake.com
Who is Apogee Financial Partners
Apogee Financial Partners, formerly National Financial Services Group, is a values-based financial services firm headquartered in Atlanta, Georgia. The company employs 90 people and generates $6.3 million in annual revenue. Apogee Financial Partners provides a range of financial services, including personal, business, estate, and legacy planning strategies. Their approach is focused on helping clients gain a sense of peace of mind by ensuring their financial futures are protected. They strive to build enduring client relationships based on integrity, accessibility, and a familial atmosphere. Apogee Financial Partners distinguishes itself through its commitment to breaking down complex financial information into understandable terms and working collaboratively with clients to execute plans. The firm emphasizes a positive and encouraging approach, aiming to instill confidence in clients' decisions and create a sense of calm regarding their financial future. Clients seeking to learn more about Apogee Financial Partners' services can visit their website at apogeefp.com or call 770-512-5100.
Company Leadership
Apogee Financial Partners Tech Stack
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 6M | Naples, FL |