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.
View Top Employees from Affiliated Financial PlannersWebsite | http://www.affiliatedfinancialplanners.com |
Revenue | $1 million |
Employees | 5 (5 on RocketReach) |
Founded | 1990 |
Address | 4155 Independence Dr Suite 1, Schnecksville, Pennsylvania 18078, US |
Phone | (484) 297-2199 |
Fax | (484) 290-0332 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Financial Freedom LLC, Financial Independence Planning, LLC, Rodgers & Associates, The Speakman Financial Group, Walter Insurance Agency |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Affiliated Financial Planners annual revenue was $1 million in 2024.
Michael Millman is the Chairman of Affiliated Financial Planners.
5 people are employed at Affiliated Financial Planners.
Affiliated Financial Planners is based in Schnecksville, Pennsylvania.
The NAICS codes for Affiliated Financial Planners are [52393, 5239, 52, 523].
The SIC codes for Affiliated Financial Planners are [62, 628].