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Financial Decisions

EST. AUM
$327,661,532

CONTACTS
4

CLIENT ACCOUNTS
512

Firm Details

Metro area New York City
CRD Number 107755
Website findec.net
Client types

Overview

Financial Decisions, Inc. is a comprehensive financial planning and wealth management firm established in 1991 to respond to the increasingly complex needs of high-net-worth individuals and businesses. The firm emphasizes relationships, acting as confidants, analysts, and the people clients trust to help them feel secure. In other words, they are by their clients' side for the long term—for their clients, their families, and their businesses. Their advice is independent and objective, and their service is fee-based. Equally important, their approach is personal. The principals are the individual advisors—the ones clients speak with, meet with, plan with, and grow with, from the very first handshake.

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Address

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

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