Hoffman Financial Services

Main: (215) 679-2393
Fax: (215) 679-4382
1811 Lesher Mill Rd., Palm, Pennsylvania, 18070

Business hours

Monday 9:00am to 4:00pm
Tuesday 9:00am to 4:00pm
Wednesday 9:00am to 4:00pm
Thursday 9:00am to 4:00pm
Friday 9:00am to 4:00pm
Saturday Closed
Sunday Closed

About us

Hoffman Financial Services is a financial consulting firm dedicated to helping our clients work towards building wealth and protecting their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

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Tags Investment Planning, Tax Management, Estate Planning, Risk Management, Financial Planning & Investments
Products Annuities, Retirement planning (IRA'S/Pensions/401k's/403b's), Life & Long Term Care Insurance, Disability Income Insurance, Employee and Executive Benefits, Educational planning (529's/UGMA/UTMA)

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