Affiliated Financial Planners
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
2340 Pa Route 309, Orefield, Pennsylvani...Phone Number
(484) 297-2199Revenue
<$5 MillionIndustry
About Affiliated Financial Planners
Affiliated Financial Planners specializes in values-based investing, aligning financial strategies with clients' personal values and faith. They offer a range of services including financial planning, retirement strategies, investment management, and estate planning. Their target clients are individuals seeking to invest with purpose and intention, particularly during major life transitions. The company emphasizes education and risk management to help clients build wealth and create a meaningful legacy.Explore more
Affiliated Financial Planners Org Chart
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Affiliated Financial Planners specializes in values-based investing, aligning financial strategies with clients' personal values and faith. They offer a range of services including financial planning, retirement strategies, investment management, and estate planning. Their target clients are individuals seeking to invest with purpose and intention,... Read More
