Affiliated Financial Advisors, Inc.

EST. AUM
$541,478,694

CONTACTS
1

CLIENT ACCOUNTS
2,207

Firm Details

Metro area Milwaukee
CRD Number 108154
Website affiliatedfa.com
Client types

Overview

Affiliated Financial Advisors, Inc.'s mission is to provide trustworthy, reliable investment services for its clients so they can achieve their financial goals and focus on what is most important to them. They educate clients to enhance their confidence, peace of mind, and investment maturity. In addition, they take a comprehensive approach to coordinate their clients' finances through the various stages of life. Comprehensive financial planning is about more than just stocks, bonds, and mutual funds. It is also about retirement planning, college funding, estate planning, insurance, and taxes. They use their creativity and expertise to help clients navigate these issues. They employ a comprehensive strategy that considers all relevant factors and ensures that the various components of their clients' financial plans are integrated seamlessly. Many Wall Street brokerage firms appear to offer the same services as AFA, Inc. The difference, however, is that AFA, Inc. is an independent Registered Investment.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Affiliated Financial Advisors, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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