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Global Financial Planning Group, LLC

EST. AUM
$135,341,018

CONTACTS
5

CLIENT ACCOUNTS
566

Firm Details

Metro area Detroit
CRD Number 114803
Website gfpgroup.com
Client types

Overview

Global Financial Planning offers specialized resources and guidance aimed at small businesses to enhance retirement planning for employees. Their services include informative infographics that illustrate significant differences between retirement expectations and actual outcomes. They also provide guidance on essential steps following the death of a loved one and explain financial terms during market fluctuations. The company supports the sandwich generation in navigating financial challenges and provides homeowners with strategies to potentially appeal property taxes. Additionally, they offer information on universal life insurance, highlighting its permanent coverage and adjustable premium features.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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