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Financial Plans & Strategies, Inc.

EST. AUM
$610,600,630

CONTACTS
4

CLIENT ACCOUNTS
1,081

Firm Details

Metro area Indianapolis
CRD Number 123793
Website finplans.com
Client types

Overview

Financial Plans & Strategies, Inc. is a Registered Investment Advisor with over 40 years of experience, providing fee-based financial planning and investment advisory services to individuals and institutions. The firm offers investment options such as individual stocks, bonds, and mutual funds, held with Charles Schwab and Altruist Financial. The firm takes a comprehensive approach to financial planning, addressing various contingencies and incorporating expertise from areas such as law and insurance. One of the firm’s professionals offers insurance services through an affiliated company. Clients are not obligated to use the affiliate's services, allowing the firm to coordinate all elements of the financial plan effectively.

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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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