LifeSpan Financial Associates serves the needs of individuals, small business owners, professionals and their families. We are a comprehensive Financial Services firm. Our network of professionals consist of Investment and Retirement Income Planners, Qualified Retirement Plan Consultants, Medical, Group and Voluntary Employee Benefit Associates, Social Security and Medicare Advisors and Life, Disability and Long Term Care Specialists. Our objective is to help you, your family and/or your business identify your individual planning needs and then provide logical, well designed solutions. To accomplish this, we take a step-by-step approach to personal and business planning, designed to help you identify and address your unique goals and objectives. We work with you to review your current situation, determine your present needs and future financial objectives, and then devise and implement a strategy to help you achieve your goals. When appropriate we will work together with your other financial professionals. We take the commitments we make seriously, and we are dedicated to providing you with quality products and services. Toward that end, each of our associates receives ongoing training and education in the areas that we specialize. It is this commitment to excellence that makes our organization the best that it can be and that keeps us on top of our game. We look forward to speaking with you to assist in your financial needs. Securities offered through Questar Capital Corporation (QCC), Member FINRA, SIPC. Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor. 5701 Golden Hills Drive, Minneapolis MN 55416. 888-446-5872. Lifespan Financial Associates is independent of QCC and QAM.
View Top Employees from LifeSpan Financial AssociatesWebsite | http://www.lifespanfinancial.net |
Revenue | $400000 |
Employees | 2 (0 on RocketReach) |
Founded | 1997 |
Address | 1149 Presidential Dr, Quakertown, Pennsylvania 18951, US |
Phone | (215) 529-7815 |
Fax | (215) 529-7816 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Dunn Financial Services, Strata Financial Services, Wienken Wealth Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The LifeSpan Financial Associates annual revenue was $400000 in 2024.
LifeSpan Financial Associates is based in Quakertown, Pennsylvania.
The NAICS codes for LifeSpan Financial Associates are [523, 52393, 5239, 52].
The SIC codes for LifeSpan Financial Associates are [628, 62].