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
- Website
- www.franklingroupfs.com
- Industry
- Financial Services
- Employees
- 16
- Founded
- 2003
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Greg Wilson | Financial Services Veteran, Innovator |
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|
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| Guy Wilson | Financial Professional at Franklin | Villanova, Pennsylvania, United States |
Email
Phone
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| Robert Caesar, Cfp ® | Financial Consultant at Equitable | Bala-cynwyd, Pennsylvania, United States |
Email
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Employees by Management Level
Individual contributor
3 profiles
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