Financial Planning Alternatives: Detailed Company Information & Corporate Profile
Contact top employees from
Financial Planning Alternatives
Summary
Financial Planning Alternatives has been in the industry for 48 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 13. To connect with Financial Planning Alternatives employee register on SignalHire.
| Financial Planning Alternatives Website | fpa-online.com |
| Phone Number | 5086366521 |
| Industries | |
| Financial Planning Alternatives Headquarters address | 519 American Legion Hwy, Westport, Massachusetts, 02790 US |
| Employees Size | 1-10 employees |
| Specialties | Financial Planning, Retirement Planning, Investment Analysis, Life Insurance, College Planning, Social Security, Long Term Care, Wealth Transfer / Inheritance, Partners: Estate Planning / Trusts / Elder Law, Stocks, widows |
| Founded | 1978 |
Workforce Turnover
Number of staff members switched
Total number all of employee turnover
Corporate Tenure Analytics
Financial Planning Alternatives Workforce Experience Insights
9% have been with the company for less than 1 year9% for 1–2 years18% for 3–4 years27% for 5–7 years9% for 8–10 years27% have over 11 years of service at Financial Planning AlternativesContact top employees from
Financial Planning Alternatives
Monisha Potter CFP®
Owner and CERTIFIED FINANCIAL PLANNER™ professional
David Goldberg
Investment Advisor
Charles Kerr CLU
Partner
Javier Bento
Associate Financial Advisor
Jeffrey Moore
Financial Planner
Joseph Cassese
Client Service Associate
Charles Kerr
Founding Partner
Meredith Dewey
Administrator and Insurance Support Specialist
Austin Pelletier
Finance Intern
Companies Similar to Financial Planning Alternatives
Financial Planning Alternatives Corporate Information: FAQ
Financial Planning Alternatives operates in the Finance industries. More details can be found on the official website: fpa-online.com.
The headquarters of Financial Planning Alternatives are located in Westport, United States.
You can contact Financial Planning Alternatives by phone at 5086366521.
Financial Planning Alternatives currently employs 1-10 people.
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