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Squigley Financial

EST. AUM
$100,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website squigleyfinancial.com
Client types

Overview

SQuigley Financial is a financial planning firm that works with clients across different life stages, including newly married couples, families, and individuals approaching retirement. The firm focuses on developing long-term client relationships and helping individuals create a clear financial path by understanding their personal circumstances and guiding them toward their financial goals.

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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