Financially Speaking, Inc.

EST. AUM
$157,410,751

CONTACTS
2

CLIENT ACCOUNTS
587

Firm Details

Metro area Denver
CRD Number 106255
Website financiallyspeakinginc.com
Client types

Overview

Financially Speaking, Inc. is a financial services firm founded by Philip H. Luccock, who serves as President and directs the Investment Committee. The company focuses on providing personalized financial planning services, including retirement planning, investment management, education planning, estate planning, tax planning, and insurance evaluation. The team includes professionals such as Stacy L. Myers, a Principal Financial Planner, and Matt Overton, a Financial Advisor and Portfolio Manager, who contribute to client relationships and financial education. Brittany Fones, the Director of Operations and Client Service, oversees daily operations and compliance. The firm emphasizes an education-oriented approach to empower clients in their financial decision-making.

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

Financially Speaking, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

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Company