AR
Financial Advisor
JA
Personal Lines Sales Service Account Manager
RE
Financial Advisor
CS
Administrative Assistant
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Niche Financial Services
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
656 E Swedesford Rd Ste 301, Wayne, Penn...Phone Number
(610) 941-6900Website
www.nichefinancial.comRevenue
<$5 MillionIndustry
About Niche Financial Services
Niche Financial Services Inc. is a financial advisory firm based in King of Prussia, PA, specializing in financial planning, employee benefits, and retirement solutions such as 401(k) plans and group health insurance. Established in 1998, the firm serves both individuals and businesses in Delaware County and surrounding areas, providing tailored strategies to address complex financial needs. Their offerings include personal planning, fee-based advisory services, and various retirement accounts, aimed at maximizing benefits for employers and employees alike. With a focus on risk management and global investment opportunities, Niche Financial Services strives to help clients achieve their financial and retirement goals.Explore more
Niche Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2001
CW
Clayton WinklerCertified Financial Certified Plan Fiduciary Planner & Advisor & Owner
Niche Financial Services Tech Stack
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Frequently Asked Questions Regarding Niche Financial Services
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Niche Financial Services Inc. is a financial advisory firm based in King of Prussia, PA, specializing in financial planning, employee benefits, and retirement solutions such as 401(k) plans and group health insurance. Established in 1998, the firm serves both individuals and businesses in Delaware County and surrounding areas, providing tailored st... Read More
