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Tamar Fink, Inc logo — We work with highly successful families, their advisors and...

Tamar Fink, Inc

We work with highly successful families, their advisors and non-profits to ignite WEALTH IMPACT.

Founded 1986 United States Minnetonka, United States 13 employees Finance, Insurance +2

General Information

Company Name Tamar Fink, Inc
Founded Year 1986
Location United States Minnetonka, United States +1
Employees 13
Industries Finance, Insurance, Life insurance +1
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About Tamar Fink, Inc

Tamar Fink, Inc, founded in 1986, works with highly successful families, their advisors, and non-profits to ignite WEALTH IMPACT. The company, operating in the Finance, Insurance, Life Insurance, and Human Resources sectors, aims to balance the feel of a boutique, family firm with the extensive business experience of a larger firm. The Tamar Fink team includes insurance brokers, underwriters, and family wealth counselors to ensure accountability through a dedicated customer service team. They maintain relationships with a global network of carriers, investors, and established charitable organizations. Their client services span across various areas including Life Insurance and Estate Planning, Planned Giving Consulting, Family Wealth Counseling, Life Settlement/Policy Valuation, Gift Maximization Process, and Policy Audit Process. It's worth noting that Tamar Fink is registered with Broker/Dealer and Outside RIA, and its securities are offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC. Investment advisory services are offered through Family Wealth Counselors, a Registered Investment Advisor. On a final disclaimer, Tamar Fink's Financial Professionals are only able to transact business in a state(s) in which they are properly registered and/or licensed. The company takes a personalized approach, working closely with clients and their chosen advisors to understand their desires and objectives. However, the information lacks details on the headquarter, last investment, and last investment investors.

Taxonomy: Wealth Management, Estate Planning, Family Wealth Counseling, Life Insurance, Planned Giving, Life Settlement, Policy Valuation, Gift Maximization, Broker/Dealer Services, Investment Advisory, Securities, Financial Planning, Charitable Organizations, High Net Worth Clients

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Tamar Fink, Inc Alternatives & Competitors

Tamar Fink, Inc vs
Wealth Strategies, LLC
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FAQ About Tamar Fink, Inc

We work with highly successful families, their advisors and non-profits to ignite WEALTH IMPACT.
Tamar Fink, Inc was founded in 1986.
Tamar Fink, Inc is headquartered in Minnetonka, United States.
Tamar Fink, Inc operates in the following industries: Finance, Insurance, Life insurance, Human Resources.
Tamar Fink, Inc has approximately 13 employees.
Top alternatives and competitors to Tamar Fink, Inc include Wealth Strategies, LLC, Sapers & Wallack, Inc., Lion Street, TrueNorth Companies, L.C., Stonebridge Financial Partners, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Tamar Fink, Inc and Wealth Strategies, LLC 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.

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