Align Advisors

Align Advisors

Financial Services 480 New Holland Ave 14 employees
Employees
14
Contacts
3
Emails
3
Phones
1

Align Advisors Overview

Headquarters
480 New Holland Ave
Website
alignfsg.com
Industry
Financial Services
Employees
14
Founded
2007
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Align Advisors

Intentional investing is what we practice at Align. We believe that aligning financial plans and products with personal values and well-defined objectives is critical to achieving success. In short, we design personal and purposeful financial plans. And, because we are independent and free of competing interests or influence, we can do that. We have the luxury of planning and investing for the benefit of our clients, so our objectives can match theirs. Our mission is to solve your challenges, not reach our sales objectives. This communication is strictly intended for individuals residing in the states of AZ,CO,FL,GA,MA,MD,NC,NJ,NY,PA,& VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/, http://www.SIPC.org, a Registered Investment Adviser. Align Wealth Strategies, LLC | 480 New Holland Ave, Suite 6204, Lancaster, PA 17602 | 717-740-2630 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Align Advisors Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Align Advisors Org Chart

Sample employees and titles
Name Title Contact
Janel Cross, Aif Managing Partner @ Align Wealth Strategies - 401k Plan Design and Management
Email
Thomas Cross Director of Participant Support for Align Retirement Plan Advisors.
Email
Jesse Steffy Advisor @ Align - Empowering Companies & Individuals to Achieve Retirement Readiness - Passionate Retirement Plan Specialist - Corporate 401(k)
Email Phone
Robert Lockhart, Aif CEO, Financial Advisor at Align Financial, Inc, Offering Investment Products and Services Through Raymond James Financial Services
View

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Director 1 profile
Manager 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Operations 1 1 1
Executive 1 1 0

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