At Franklin Group, we have 3 primary areas of focus:
1. Wealth Management
2. Group Retirement/401K
3. Partnering with Professionals (CPAs, Attys, etc.) to establish Wealth Planning divisions within their existing practices
Our success is measured by our clients' success.
We are a team of Advisors...
• who take a client-centric, holistic, needs-based approach.
• who embrace our fiduciary duty to our clients.
• who collaborate with our clients’ trusted professionals to work toward the best outcomes.
• who have the nimbleness of a boutique firm and the depth & strength afforded by our affiliation with Equitable, a Fortune 500 company.
Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC. Franklin Group Financial Services is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d
AGE-7090164.1(10/24)(Exp.10/28)
Company Details
- Employees
- 16
- Founded
- 2003
- Address
- 1 Belmont Ave, Bala Cynwyd,pa 19004,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.franklingroupfs.com/
- Keywords
- Wealth Management, Financial Planning, Investment Management, Risk Management, Tax Planning, Business Advisory, Retirement Planning.
- HQ
- Bala Cynwyd, PA
Franklin Group Financial Services Questions
Franklin Group Financial Services's website is https://www.franklingroupfs.com/
Franklin Group Financial Services's LinkedIn profile is https://www.linkedin.com/company/franklingroupfs
Franklin Group Financial Services has
16 employees.
View email and phone details for 16
employees at Franklin Group Financial Services.
Franklin Group Financial Services's industry is
Financial Services
Franklin Group Financial Services's top competitors are
Margaret George School And Child Care Center,
Climateworks Foundation,
Equitable Advisors,
Equitable,
Karr Barth Associates,
Awh Financial Llc,
Executive Education Academy Charter School,
Financial Lab Inc.,
Handknattleiksfélag Kópavogs - Hk,
The Challenge Program.
Franklin Group Financial Services's categories are Financial Services
Franklin Group Financial Services's founding year is 2003
