Life Plan Financial - North America
Financial Services - N/A, N/A, N/A
Life Plan Financial - North America Employees
Life Plan Financial - North America Details
Life Plan Financial is an established wealth planning and management firm, dedicated to fostering the financial well-being of individuals, families, and businesses. The company's founder and president, Pamela Monetti, is a veteran of the financial services industry and has been serving the needs of her clients since 1984. Pamela is also an Investment Adviser Representative offering securities and advisory services through Commonwealth Financial Network®.When it comes to financial planning, immediate solutions are not the mechanism to build wealth. Rather, every situation—whether personal or business—requires a life plan. You will find that we do more than simply scratch the surface of your financial goals at Life Plan Financial. We get to know each of our clients on a deeper level, uncovering their dreams and desires in order to develop, implement, and guide a unique plan that will serve them well now and in the future.Life Plan Financial offers access to an array of products and services to help meet the varied needs of each client. We work with the top insurance and securities companies in the industry and design each financial plan with your best interests at heart. Life Plan Financial also partners with Commonwealth Financial Network, one of the preeminent independent broker/dealers in the United States. This communication is strictly intended for individuals residing in the states of MD, DE, GA, FL, AZ, CA, CO, DC, MA, ME, NC, NJ, NY, OH, OR,PA,TX,VA,WI, WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Life Plan Financial, 436 University Drive, Severn, MD 21144 Phone: (410) 969-9500. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html.
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