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Shankland Financial Advisors, LLC

EST. AUM
$88,241,872

CONTACTS
4

CLIENT ACCOUNTS
308

Firm Details

Metro area Charlotte
CRD Number 139562
Website shanklandfinancial.com
Client types

Overview

Shankland Financial Advisors, LLC is a comprehensive financial advisory firm that specializes in offering tailored wealth management solutions. They provide clients with personalized services designed to support their financial goals, including investment management, financial planning, and retirement strategies. The firm takes a holistic approach, integrating strategies to grow, protect, and transfer wealth, with a focus on building long-term relationships based on trust and transparency. The firm’s services are designed to cater to individuals, families, and businesses seeking professional guidance in managing their financial futures. Shankland Financial Advisors aims to simplify the complexities of financial planning by offering clear, actionable advice tailored to each client’s unique situation.

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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