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VerifiedFinancial Services· Founded 1990

Affiliated Financial Planners

Affiliated Financial Planners is a relationship-based financial planning firm. We specialize in comprehensive financial planning for our clients. We help our clients with everything from planning for retirement to paying for college, managing million dollar portfolios to developing tax and estate planning strategies. We seek to provide quality advice, effective implementation, and superior service to their individual and corporate clients in the areas of financial and retirement planning, asset allocation, independent selection of Mutual Funds and Annuities, Life Insurance, Long Term Care Insurance, Health Insurance, Disability Insurance, and FDIC Insured Banking Services. Affiliated Financial Planners works for you. As an independent financial planning firm, we are neither limited nor restricted to working with any particular investment or insurance company. Rather we match clients goals, objectives and needs with the most appropriate provider. We have been helping families and small business owners meet their financial goals for a combined 50 years; whether it's preparing for a comfortable retirement - or sending their children and grandchildren to college.

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HeadquartersSchnecksville, United StatesEmployees7(1 to 10)Annual revenue$1M to <$10MFounded year1990Websiteaffiliatedfinancialplanners.comLinkedIn profileLinkedIn

Verified contacts

8

available on Kipplo

LinkedIn employees

7

1 to 10 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Affiliated Financial Planners

6 distinct titles indexed · top 6 shown.

  • 2client care representative
  • 1certified financial planner
  • 1certified financial planner - partner
  • 1client service representative
  • 1financial advisor
  • 1independent financial consultant

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