Associated Financial Planners

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

419 State Route 71 Ste B, Spring Lake, N...

Phone Number

(732) 292-3100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Associated Financial Planners

Associated Financial Planners, LLC specializes in developing tailored retirement strategies for individuals facing unique financial challenges at various life stages. The firm emphasizes values such as trust, honesty, and integrity in its advisory services. With a team of experienced professionals, they aim to provide objective advice and comprehensive solutions to help clients prepare for their financial future. Their resources include curated articles and tools designed to enhance financial literacy and decision-making.Explore more
Popular SearchesAssociated Financial Planners LLCAssociated Financial PlannersFinancial Planners LLCNJ Associated Financial Plannersassociated financial plannersVisit IncSIC Code 62,628NAICS Code 52,523Show more

Associated Financial Planners Org Chart

PhoneEmail
JB
United States flag for contact location.

Client Support Specialist

PhoneEmail
SB
United States flag for contact location.

Owner and Certified Financial Planner

PhoneEmail
DC
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Associated Financial Plan...

<$5M
1-10
Private
-
1982
JB
Jenna BartleyClient Support Specialist
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
1-10
Private
-
2016
JO
Joshua OttoFinancial Advisor
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Associated Financial Planners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Associated Financial Planners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Associated Financial Planners.

Associated Financial Planners Tech Stack

A closer look at the technologies used by Associated Financial Planners

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Frequently Asked Questions Regarding Associated Financial Planners

What is Associated Financial Planners's official website?
Associated Financial Planners's official website is www.afplanners.com
What is Associated Financial Planners's Revenue?
Associated Financial Planners's revenue is <$5 Million
What is Associated Financial Planners's SIC code?
Associated Financial Planners's SIC: 62,628
What is Associated Financial Planners's NAICS code?
Associated Financial Planners's NAICS: 52,523
How many employees does Associated Financial Planners have?
Associated Financial Planners has 1-10 employees
What industry does Associated Financial Planners belong to?
Associated Financial Planners is in the industry of: Finance, Securities Trading
What is Associated Financial Planners competition?
Associated Financial Planners top competitors include: Favored Financial Planning, Trinity Wealth Management, Lodestar Financial Planning, Regal Creek Wealth Management
What technology does Associated Financial Planners use?
Some of the popular technologies that Associated Financial Planners uses are: Microsoft 365, GoDaddy DNS, Starfield Technologies, Amazon Web Hosting
How do I contact Associated Financial Planners?
Associated Financial Planners contact info: Phone number: (732) 292-3100 Website: www.afplanners.com
What does Associated Financial Planners do?

Associated Financial Planners, LLC specializes in developing tailored retirement strategies for individuals facing unique financial challenges at various life stages. The firm emphasizes values such as trust, honesty, and integrity in its advisory services. With a team of experienced professionals, they aim to provide objective advice and comprehen... sive solutions to help clients prepare for their financial future. Their resources include curated articles and tools designed to enhance financial literacy and decision-making.Read More

Is Associated Financial Planners a public company?
Associated Financial Planners is private company therefore does not currently have an official ticker symbol
See more information about Associated Financial Planners

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