Jami Wolsiefer

Director, Marketing & Client Services - Financial Partners Group

Jami Wolsiefer is Director, Marketing & Client Services for Financial Partners Groups. On this page, you'll find the business email and phone number for Jami Wolsiefer as unique insights such as do's and don'ts for engaging, and outreach tips based on both DiSC and Ocean personality profiles.

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Jami Wolsiefer Phone Number

N/A

Jami Wolsiefer Email Address

j***@***********.com

Jami Wolsiefer Office Address

571 Monon Boulevard
Carmel, IN 46032

Jami Wolsiefer Personality Insights

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Jami Wolsiefer DISC Profile

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Jami Wolsiefer OCEAN Profile

The OCEAN Profile is a general indicator of five (5) key universal personality dimensions. Winmo subscribers use this assessment to get specific information about Jami Wolsiefer to help determine the best way to interact and engage.

Financial Partners Group

VISION STATEMENT To develop long-lasting client relationships by using a transparent, holistic approach in helping clients shape their financial futures. By adhering to the highest ethical standards of putting client needs first, we will become the preeminent provider of financial advice in the communities we serve. MISSION STATEMENT At Financial Partners Group we are committed to delivering comprehensive, impactful practice management tools so our advisors can focus on providing transparent and holistic solutions that meet the unique needs of their clients. We have built our reputation on the cornerstones of integrity, reliability and best-in-class service and continually strive to be the preeminent provider within the communities we serve. We support that goal with a philosophy of adhering to the highest ethical standards and building long-term client relationships based on mutual trust and respect. KEY INITIATIVES Transparent and holistic financial planning Team selling groups/ succession plans Strategic alliances Open architecture for both wealth and risk management solutions Impactul practice management tools for advisors 571 Monon Blvd., Suite 150, Carmel, IN 46032, 317-616-2800, Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a Registered Investment Advisor, Insurance services offered through Financial Partners Group, which is not affiliated with Woodbury Financial Services, Inc. http://joinwoodbury.com/disclosures/socialmedia www.finra.org www.sipc.org

Main Telephone

(317) 616-2800

Primary Address

571 Monon Boulevard
Carmel, IN 46032

Fiscal Close

#Employees

Founded
2008

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