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Huffman Financial Services

EST. AUM
$20,090,381

CONTACTS
4

CLIENT ACCOUNTS
169

Firm Details

Metro area Miami
CRD Number 126474
Website huffmanfinancial.com
Client types

Overview

Huffman Financial Group is an independent financial planning and investment advisory firm headquartered in Lakewood Ranch, Florida. Founded in 1996, the firm offers a comprehensive suite of services, including retirement planning, wealth management, estate strategies, and tax-efficient investment solutions. Their client-centric approach involves a three-step process: assessing individual financial situations, strategizing tailored plans, and implementing and monitoring these plans to adapt to life changes and market dynamics Huffman Financial Group is affiliated with Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, and offers fixed insurance products through its own firm.

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Address

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

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