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Hungerford Financial

EST. AUM
$492,087,918

CONTACTS
2

CLIENT ACCOUNTS
1,061

Firm Details

Metro area Grand Rapids
CRD Number 249789
Website hungerfordfinancial.com
Client types

Overview

Hungerford Financial, based in Grand Rapids, Michigan, is a fee-based registered investment advisory firm offering personalized financial planning and wealth management services. Their comprehensive suite of services includes retirement planning, tax planning, investment management, estate planning, college planning, risk management, and business succession planning. With a client-first approach, they emphasize transparency, independence, and tailored solutions to help clients achieve their financial goals.

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Address

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

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