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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Verified contacts
8
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- DL
Dwight Lichtenwalner
Financial Advisor · Finance & Accounting
EmailPhone - ED
Eric Dorman
Certified Financial Planner - Partner · Other
EmailPhone - LG
Linwood Gehris
Independent Financial Consultant · Finance & Accounting
EmailPhone - ND
Noah Dorman
Certified Financial Planner · Finance & Accounting
EmailPhone
Showing 4 of 8 verified contacts
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
Sign up to unlock all 8 contacts at Affiliated Financial Planners
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 8 verified contacts at Affiliated Financial Planners
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