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AFC Planning Group

EST. AUM
$110,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website afcplanningroup.com
Client types

Overview

AFC Planning Group is an independent financial services and insurance company founded in 2008. The firm specializes in building custom investment and insurance portfolios for high-net-worth individuals and small to mid-sized businesses. The firm recently transitioned its advisory services to Osaic Wealth, Inc., a move driven by the desire for stronger tools and support to enhance its client-first culture.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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