Financial Planning Alternatives

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Description

  • Financial Planning Alternatives is an independent financial services consulting firm. Our practice was built on the ability to deliver a broad range of financial products and services to create unique solutions in helping our clients meet their individual goals. FPA has the experience, knowledge, and the objectivity necessary to help clients evaluate their current financial position and recommend the best strategies and investment options. Our professionals strive to educate our clients in making informed decisions about the best path to meeting their goals and dreams. FPA advisors offer advisory services through Capital Analysts or Lincoln Investment, Registered Investment Advisors. They offer a full range of securities through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. For more information on Financial Planning Alternatives and Lincoln Investment, please visit our websites www.fpa-online.com and www.lincolninvestment.com
  • location

    Headquarters:1125 State Road #4, Town Of Westport, Massachusetts, United States

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  • Financial Planning Alternatives phone

    Phone Number: +1 508-636-6521

  • Financial Planning Alternatives website

    Website: https://www.fpa-online.com

  • Financial Planning Alternatives employees

    Employees:11

  • Financial Planning Alternatives revenue

    Revenue:$1 - 10M

  • Financial Planning Alternatives legal name

    Legal Name:Financial Planning Alternatives

  • Financial Planning Alternatives's Social Media

    Financial Planning Alternatives linkedin
  • done Is this data correct?
  • |  NAICS Code: 523999  |

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Person level website identification

Owner And Certified Financial Planner Professional for Financial Planning Alternatives

Monisha Potter

Owner And Certified Financial Planner Professional

Person level website visitor identification

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Monisha Potter

Owner And Certified Financial Planner Professional

Charles Kerr

Founding Partner

Leasha Batta

Client Relationship Manager

Frequently Asked Questions regarding Financial Planning Alternatives

  • Where are Financial Planning Alternatives's Headquarters?

    Financial Planning Alternatives's Headquarters are in 1125 State Road #4,Town Of Westport,Massachusetts,United States

  • What is Financial Planning Alternatives's phone number?

    Financial Planning Alternatives's phone number is +1 508-636-6521

  • What is Financial Planning Alternatives's official website?

    Financial Planning Alternatives's official website is https://www.fpa-online.com

  • What is Financial Planning Alternatives's Revenue?

    Financial Planning Alternatives's revenue is $1 - 10M

  • What is Financial Planning Alternatives's NAICS code?

    Financial Planning Alternatives's NAICS code is 523999

  • How many employees are working in Financial Planning Alternatives

    Financial Planning Alternatives has 11 employees

  • What is Financial Planning Alternatives's Industry?

    Financial Planning Alternatives is in the industry of Financial Services

  • Who is Financial Planning Alternatives's Owner And Certified Financial Planner Professional?

    Financial Planning Alternatives's Owner And Certified Financial Planner Professional is Monisha Potter

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