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    Southeast Financial Planning

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    Description

    • Southeast Financial Planning & Consulting, Inc.is a full service, fee-only, financial planning and investment advisory firm. Established in 1985 and headquartered in Stuart Florida, Southeast Financial Planning has assisted our clients through all phases of their individual investment life-cycles with customized, unbiased and quality advice.Our MissionSoutheast Financial Planning and Consulting is committed to profitably providing superior, quality and individualized services. These reflect our core values of Honesty, Integrity, and Lasting Commitment. We are on the leading edge of the constantly changing financial environment. We understand the complexities of financial services and present them to our clients in a simplified way. Fee-Only CompensationFee-Only compensation means that we never accept commissions, retrocession or any other form of remuneration for the products we recommend. And we put that in writing to you with our recommendations. We work with you towards your specific goals. Our clients feel comfortable knowing there can be no conflict of interest between the advice we offer and their interests. Our fee-only compensation structure means that the advice we give is only in your best interests. We subscribe to full Fiduciary standards. We act only in the clients best interests.
    • location

      Headquarters:969 South Federal Highway , Stuart, Florida, United States

      More
    • Southeast Financial Planning phone

      Phone Number: +1 772-286-9485

    • Southeast Financial Planning website

      Website: https://www.southeastfinancialplanning.com

    • Southeast Financial Planning employees

      Employees:2

    • Southeast Financial Planning revenue

      Revenue:$0 - 1M

    • Southeast Financial Planning legal name

      Legal Name:Southeast Financial Planning

    • Southeast Financial Planning's Social Media

      Southeast Financial Planning linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President for Southeast Financial Planning

    Daniel Todzia

    President

    Person level website visitor identification

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    View Employees

    Daniel Todzia

    President

    Frequently Asked Questions regarding Southeast Financial Planning

    • Where are Southeast Financial Planning's Headquarters?

      Southeast Financial Planning's Headquarters are in 969 South Federal Highway ,Stuart,Florida,United States

    • What is Southeast Financial Planning's phone number?

      Southeast Financial Planning's phone number is +1 772-286-9485

    • What is Southeast Financial Planning's official website?

      Southeast Financial Planning's official website is https://www.southeastfinancialplanning.com

    • What is Southeast Financial Planning's Revenue?

      Southeast Financial Planning's revenue is $0 - 1M

    • What is Southeast Financial Planning's NAICS code?

      Southeast Financial Planning's NAICS code is 523930

    • How many employees are working in Southeast Financial Planning

      Southeast Financial Planning has 2 employees

    • What is Southeast Financial Planning's Industry?

      Southeast Financial Planning is in the industry of Financial Services

    • Who is Southeast Financial Planning's President?

      Southeast Financial Planning's President is Daniel Todzia

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