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inSOURCE Financial Advisors logo — One day or day one. It's your decision.

inSOURCE Financial Advisors

One day or day one. It's your decision.

Founded 1992 United States Lincoln, United States 17 employees Financial Services, Insurance +2

General Information

Company Name inSOURCE Financial Advisors
Founded Year 1992
Location United States Lincoln, United States
Employees 17
Industries Financial Services, Insurance, Real Estate +1
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About inSOURCE Financial Advisors

inSOURCE Financial Advisors is a part of the inSOURCE, Inc Group, dedicated to securing the financial future of its clients. The company, founded in 1992 by James (Jim) R. Christensen, Jr., offers a range of financial services and insurance products, utilizing the expertise of insurance brokers, investment brokers, financial professionals, and retirement plan advisors. With a focus on exceeding clients’ service expectations, inSOURCE Financial Advisors serves over 10,000 clients, prioritizing consistency, ethics, and unparalleled service. The founder's personal experience and understanding of the pharmaceutical, insurance, and healthcare industries have driven the creation of inSOURCE, Inc. Operating from the United States, the company provides solutions for retirement savings, investment guidance, and life insurance to protect loved ones. The company's dedication to client well-being is evident in its slogan, "One day or day one. It's your decision." While the details of the last investment and investors are not available, inSOURCE Financial Advisors continues to be a strong player in the Financial Services, Insurance, Real Estate, and Human Resources industries - fostering trust and commitment through its services.

Business keywords: investment brokers, insurance brokers, retirement planning, life insurance, investment advisory, healthcare industry, pharmaceutical industry, disability healthcare advocacy, insurance services, benefits group, financial security, client service, ethics, medically challenged founder

No funding data available for inSOURCE Financial Advisors yet.

inSOURCE Financial Advisors Alternatives & Competitors

View All Alternatives
inSOURCE Financial Advisors vs
Midwest Financial Group
Midwest Financial Group United States

A values-based approach to planning your financial future.

25 employees
Financial Services, Human Resources
inSOURCE Financial Advisors vs
Westchester Benefit Group, Inc.
Westchester Benefit Group, Inc. United States

A One-Stop-Shop for Families & Small Businesses - Insurance, Investing, Employee Benefits, Financial...

12 employees
Financial Services, Insurance
inSOURCE Financial Advisors vs
OneIndiana Financial Group, a General Agency with the companies of OneAmerica
OneIndiana Financial Group, a General Agency with the companies of OneAmerica United States

A full financial planning firm focused on giving clients the experiences they deserve.

51 employees
Finance, Financial Services
View all alternatives

FAQ About inSOURCE Financial Advisors

One day or day one. It's your decision.
inSOURCE Financial Advisors was founded in 1992.
inSOURCE Financial Advisors is headquartered in Lincoln, United States.
inSOURCE Financial Advisors operates in Financial Services, Insurance, Real Estate and Human Resources. Its work centres on investment brokers, insurance brokers, retirement planning and life insurance.
inSOURCE Financial Advisors has approximately 17 employees.
Top alternatives and competitors to inSOURCE Financial Advisors include Midwest Financial Group, Westchester Benefit Group, Inc., OneIndiana Financial Group, a General Agency with the companies of OneAmerica, Blue Cove Capital, Daybreak Financial Partners. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
inSOURCE Financial Advisors and Midwest Financial Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for inSOURCE Financial Advisors, https://bouncewatch.com/company/insource-financial-advisors, updated 2 January 2025. When citing, please name BounceWatch and link this page.

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