Financial Planning Investment Group
Main:
(561) 689-5724
Alt: (800) 940-3744
Fax: (561) 689-8558
Mobile: (561) 689-5725
Alt: (800) 940-3744
Fax: (561) 689-8558
Mobile: (561) 689-5725
1615 Forum Place, Suite 1A, West Palm Beach, Florida, 33401
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
We help widows, divorced women, small business owners making more than 250k a year, and retirees with trusts or annuities overcome their money challenges and plan for a comfortable retirement.
| Year established | 1979 |
| Associations | Member FINRA/SIPC, Financial Planning Association, Financial Services Institute, Chamber of Commerce of the Palm Beaches |
| Tags | Investment advisory services, Certified financial planners, Financial planning services, retirement planning |
| Brands | Fidelity, Vanguard, T. Rowe Price, Met Life, Franklin Templeton, Oppenheimer, Nationwide, American Funds, Ishares, Powershares, Axa-Equitable, Transamerica, John Hancock, JP Morgan, SPDR, Nuveen |
| Services | Financial Planning, Financial Investment advice, investment advice consulting services, retirement planning, 401K, stocks, bonds, insurance, wealth management |
| Video | https://www.youtube.com/channel/UCnR3AJZBrg1P1sNFn5YAhIg |
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