Financial Consulate
Finance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
1302 Proline Pl, Gettysburg, Pennsylvani...Phone Number
(717) 334-1861Website
www.financialconsulate.comRevenue
$5.1 MillionIndustry
About Financial Consulate
Financial Consulate is a fee-only financial advisory firm dedicated to helping clients achieve financial freedom and a fulfilling life. They offer a range of services including tax planning, estate planning, investment planning, retirement planning, and risk planning, all tailored to support clients' values and goals. The firm operates under a fiduciary standard, ensuring that clients' interests are prioritized, and employs a team of Certified Financial Planners and Certified Public Accountants. With offices in Maryland, Florida, and Pennsylvania, they serve clients nationwide, focusing on building strong relationships and providing educational resources.Explore more
Financial Consulate Org Chart
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Financial Consulate is a fee-only financial advisory firm dedicated to helping clients achieve financial freedom and a fulfilling life. They offer a range of services including tax planning, estate planning, investment planning, retirement planning, and risk planning, all tailored to support clients' values and goals. The firm operates under a fidu... Read More
