Xxi Financial

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Description

  • XXI Financial is in business to help provide for the financial planning* needs of its clients. This is done through a discovery process- we gather facts, analyze data, and design solutions in several key areas of planning. We will work with you to identify and focus your unique financial goals and objectives. We then develop a step-by-step process to design a plan that will help you to address those needs. At XXI Financial, our client is our number one priority. We are dedicated to providing you with products and services best suited to meet your needs, and we welcome the opportunity to work with you. Mission Statement Our mission is to provide our clients with a Macro-Economic modeling system designed to promote the efficient and effective use of money to assist them, and those that depend upon them, in the accumulation, distribution and preservation of wealth. **Financial Planning services are provided by HTK Representatives who holds the investment advisory registrations. *Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 600 N Westshore Blvd., Suite 200, Tampa, Florida 33609. 21st Century Financial Inc. and other listed entities are independent of HTK. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. Insurance and securities licensed in the resident state of: Florida. This is not an offer or solicitation in any state(s) where not properly licensed and/or registered. For registration or licensing information, please contact me at my office at 813-281-9200.
  • location

    Headquarters:600 North Westshore Boulevard Suite 200, Tampa, Florida, United States

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  • Xxi Financial phone

    Phone Number: +1 813-281-9200

  • Xxi Financial website

    Website:

  • Xxi Financial employees

    Employees:28

  • Xxi Financial revenue

    Revenue:$1 - 10M

  • Xxi Financial legal name

    Legal Name:Xxi Financial

  • Xxi Financial's Social Media

    Xxi Financial linkedin
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  • |  NAICS Code: 541611  |

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Person level website identification

CEO for Xxi Financial

Charles Parks

President, Chief Executive Officer

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View Employees

Joseph Dazey

Vice President Of Investment Products And Services

Dean Caserio

Director Of Individual Markets

Frequently Asked Questions regarding Xxi Financial

  • Where are Xxi Financial's Headquarters?

    Xxi Financial's Headquarters are in 600 North Westshore Boulevard Suite 200,Tampa,Florida,United States

  • What is Xxi Financial's phone number?

    Xxi Financial's phone number is +1 813-281-9200

  • What is Xxi Financial's Revenue?

    Xxi Financial's revenue is $1 - 10M

  • What is Xxi Financial's NAICS code?

    Xxi Financial's NAICS code is 541611

  • How many employees are working in Xxi Financial

    Xxi Financial has 28 employees

  • What is Xxi Financial's Industry?

    Xxi Financial is in the industry of Financial Services

  • Who is Xxi Financial's CEO?

    Xxi Financial's CEO is Charles Parks

  • Who is Xxi Financial's Vice President Of Investment Products And Services?

    Xxi Financial's Vice President Of Investment Products And Services is Joseph Dazey

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