Financial Planning Alternatives

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Financial Planning Alternatives Senior Management
Monisha Potter

Owner and CERTIFIED FINANCIAL PLANNER™ professional

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Monisha Cfp

Owner and CERTIFIED FINANCIAL PLANNER™ professional

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Financial Planning Alternatives Details

Financial Planning Alternatives is an independent financial services consulting firm, and our goal is to build a relationship with our clients based off of trust and mutual respect. Our practice was built on the ability to deliver a broad range of financial products and services to create unique solutions in helping our clients meet their individual goals. The financial advisers at FPA have the experience, knowledge, and the objectivity necessary to help clients evaluate their current financial position and recommend the best strategies and investment options. Our professionals strive to educate our clients in making informed decisions about the best path to meeting their goals and dreams.FPA advisors offer advisory services through Capital Analysts or Lincoln Investment, Registered Investment Advisors. They offer a full range of securities through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. For more information on Financial Planning Alternatives and Lincoln Investment, please visit our websites www.fpa-online.com and www.lincolninvestment.comWe can be contacted at info@fpa-online.com or by calling (508) 636-6521.

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Website: fpa-online.com
Employees: 10 - 19
HQ: N/A
Location: , ,
Revenue: 1 - 2.5 Million
N/A
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