Niche Financial is dedicated in helping small businesses, individuals and their families develop savings and investment strategies that align with their personal goals, professional aspirations and values. As the investment landscape changes, in addition with our clients’ needs, risk profiles and financial positions, we are committed to building effective portfolios and flexible strategies designed to meet and adapt to your most important goals.
Offered Services
• Comprehensive Consulting Services - 401(k) plans, Pensions, Profit Sharing Plans, Simple IRA's, and Individual IRA's
• Health Insurance - Group Insurance and Tax Planning for small employers
• Advisory - Almanack Investment Partners/Niche Financial Services will provide hourly and fee based comprehensive consulting to individuals and businesses
• 401(k) Plans - The only way to get the most out of your 401(k)/Qualified plan is to know the plan and make educated choices. Periodic Reviews are important. We assist employers in deciding the most appropriate plan for their company’s goals and objectives
• Personal Planning - There are many resources available to help individuals establish objective financial, insurance, and retirement goals. An experienced financial adviser can certainly help you get on track. Everyone’s situation is different. We understand no two individuals have the exact same goals and objectives
Company Details
- Employees
- 4
- Founded
- -
- Address
- 2200 Renaissance Blvd,
- Phone
- (610) 941-6900
- su****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- nichefinancial.com
- Keywords
- Financial Services, 401k Planning, Consulting, Insurance, Professional Advisory, benefits consulting, financial advising.
- HQ
- King of Prussia, Pennsylvania
- Competitors
- First Commonwealth Federal Credit Union, OnFinance AI, Wealth Management, Inc., Niche Financing Limited, Pecora Corporation, 1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters, Embassy Bank For the Lehigh Valley, MindCart, RKL LLP, International Credit Management Solutions Ltd.
Niche Financial Services, Inc. Questions
Niche Financial Services, Inc.'s helpline number is (610) 941-6900
Niche Financial Services, Inc.'s website is nichefinancial.com
Niche Financial Services, Inc.'s LinkedIn profile is https://www.linkedin.com/company/niche-financial-services-inc
Niche Financial Services, Inc. has
4 employees.
View email and phone details for 4
employees at Niche Financial Services, Inc..
Niche Financial Services, Inc.'s industry is
Financial Services
Niche Financial Services, Inc.'s top competitors are
First Commonwealth Federal Credit Union,
Onfinance Ai,
Wealth Management, Inc.,
Niche Financing Limited,
Pecora Corporation,
1847financial - Conshohocken/philadelphia, Pa & Boca Raton, Fl Headquarters,
Embassy Bank For The Lehigh Valley,
Mindcart,
Rkl Llp,
International Credit Management Solutions Ltd.
Niche Financial Services, Inc.'s support email address is support@nichefinancial.com
Niche Financial Services, Inc.'s categories are Financial Services
Niche Financial Services, Inc.'s founding year is 1998
