Franklin Group Financial Services
Company

Franklin Group Financial Services

Financial Services Bala Cynwyd, Pa, United States 16 employees
Employees
16
Contacts
2
Emails
2
Phones
1

Franklin Group Financial Services Overview

Headquarters
Bala Cynwyd, Pa, United States
Industry
Financial Services
Employees
16
Founded
2003
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Franklin Group Financial Services

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)

Franklin Group Financial Services Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

Franklin Group Financial Services Org Chart

Sample employees and titles
Name Title Contact
Greg Wilson Financial Services Veteran, Innovator
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Guy Wilson Financial Professional at Franklin
Email Phone
Robert Caesar, Cfp ® Financial Consultant at Equitable
Email

Employees by Management Level

Individual contributor 3 profiles

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