Second Half Financial Partners

EST. AUM
$128,000,000

CONTACTS
2

CLIENT ACCOUNTS
717

Firm Details

Metro area Ft. Myers
CRD Number 163454
Website secondhalfteam.com
Client types

Overview

The Second Half Team provides investment management and retirement planning services to over 500 first responders across more than 200 departments in Florida. They offer a complimentary financial plan and retirement roadmap designed to assist first responders in preparing for retirement and transitioning to the next phase of their lives.

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

Second Half Financial Partners

Platform Details

Investment Preferences

Alternative Activity

Address

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