Where are Affiliated Financial Planners's Headquarters?

Affiliated Financial Planners's Headquarters are in 4155 Independence Drive Suite 1,Schnecksville,Pennsylvania,United States

What is Affiliated Financial Planners's phone number?

Affiliated Financial Planners's phone number is +1 877-781-9200

What is Affiliated Financial Planners's official website?

Affiliated Financial Planners's official website is https://www.affiliatedfinancialplanners.com

What is Affiliated Financial Planners's Revenue?

Affiliated Financial Planners's revenue is $0 - 1M

What is Affiliated Financial Planners's NAICS code?

Affiliated Financial Planners's NAICS code is 523930

How many employees are working in Affiliated Financial Planners

Affiliated Financial Planners has 4 employees

What is Affiliated Financial Planners's Industry?

Affiliated Financial Planners is in the industry of Financial Services

Who is Affiliated Financial Planners's Certified Financial Planner - Partner?

Affiliated Financial Planners's Certified Financial Planner - Partner is Eric Dorman

Affiliated Financial Planners

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Description

Affiliated Financial Planners is a relationship-based financial planning firm. We specialize in comprehensive financial planning for our clients. We help our clients with everything from planning for retirement to paying for college, managing million dollar portfolios to developing tax and estate planning strategies. We seek to provide quality advice, effective implementation, and superior service to their individual and corporate clients in the areas of financial and retirement planning, asset allocation, independent selection of Mutual Funds and Annuities, Life Insurance, Long Term Care Insurance, Health Insurance, Disability Insurance, and FDIC Insured Banking Services.Affiliated Financial Planners works for you. As an independent financial planning firm, we are neither limited nor restricted to working with any particular investment or insurance company. Rather we match clients goals, objectives and needs with the most appropriate provider.We have been helping families and small business owners meet their financial goals for a combined 50 years; whether it's preparing for a comfortable retirement - or sending their children and grandchildren to college.
Headquarters:4155 Independence Drive Suite 1, Schnecksville, Pennsylvania, United States
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Phone Number: +1 877-781-9200
Website: https://www.affiliatedfinancialplanners.com
Employees:4
Revenue:$0 - 1M
Legal Name:Affiliated Financial Planners
Affiliated Financial Planners's Social Media
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| NAICS Code: 523930 |
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Certified Financial Planner - Partner for Affiliated Financial Planners

Eric Dorman

Certified Financial Planner - Partner

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