Acorn Financial Services
Welcome to Acorn Financial Services For nearly three decades Acorn Financial Services has served successful individuals, and small business owners across the United States. Our Mission is to help create, manage and preserve the wealth of our clients. We strive to provide quality service to develop trust and to use our knowledge and experience to create value. As a comprehensive financial planning firm, we are dedicated to simplifying your financial life, optimizing your investments, and your personal financial plan. We work closely with you to help grow and protect your wealth, so that you can achieve your most important financial goals. We are dedicated to serving our clients and are committed to the following principles: Honest, transparent, and open communication; Highly responsive, world-class service; Knowledgeable and timely advice; Earning the trust and confidence of every client- Financial planning services offered through Acorn Financial Advisory Services, Inc.(AFAS), a SEC Registered Investment Adviser. Securities offered through The Strategic Financial Alliance, Inc.(SFA), a Broker-Dealer, member FINRA/SIPC. AFAS and SFA are unaffiliated. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.
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Verified contacts
39
available on Kipplo
LinkedIn employees
52
11 to 50 range
Open roles
—
no listings
Distinct roles
31
indexed titles
Tech stack
1
tools in use
Monthly traffic
1.0K
organic / mo
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Decision-makers and verified team members
39 contacts with verified email or phone · masked until revealed.
- JG
Justin Gambaccini
Director of Operations · Operations
EmailPhone - JR
John Ryan
Investment Advisor Wealth Management (Tax, Estate, Investment Planning) · Finance & Accounting
EmailPhone - RW
Ron Whitley
Portfolio Manager · Finance & Accounting
EmailPhone - SB
Steven Brandt
Portfolio Manager · Finance & Accounting
EmailPhone - AD
Alex Dattilio
Financial Analyst · Finance & Accounting
EmailPhone - AG
Alexander Grose
Operations · Operations
EmailPhone - CW
Chip Ware
Financial Advisor · Finance & Accounting
EmailPhone - DU
Don Unger
Investment Advisor Representative (Iar) · Finance & Accounting
EmailPhone - DH
Donald Heishman
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 39 verified contacts
Top roles at Acorn Financial Services
31 distinct titles indexed · top 10 shown.
- 5financial advisor
- 2client services associate
- 2financial planner
- 2portfolio manager
- 1--
- 1accountant
- 1administrative assistant
- 1associate financial planner
- 1business development
- 1cfp - financial planner
- +21more titles
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