Company profile
2nd Story Wealth Planners
A Financial Planning firm specializing in Small Business Owners, Executives, & Professional Women build & retain wealth.
- Industry
- Financial Services
- Employees
- 2
- Headquarters
- Philadelphia
- Founded
- 2023
- Office locations
- 1
2nd Story Wealth Planners company summary
2nd Story Wealth Planners is a company in the Financial Services industry, headquartered in Philadelphia, founded in 2023. On LinkedIn the company has around 2 employees. Its listed specialties include Financial Planning.
What technology does 2nd Story Wealth Planners use?
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About 2nd Story Wealth Planners
At 2nd Story Wealth Planners, we are a team of CERTIFIED FINANCIAL PLANNERS™ who specialize in providing personalized financial planning services for Small Business Owners, Executives, and Professional Women. Our goal is to empower our clients to create and preserve generational wealth. We understand the unique financial challenges that many People of Color face, and we are committed to providing the education and resources necessary to help our clients make informed decisions about their financial futures. Our services include investment management, retirement planning, tax planning, estate planning, and insurance planning. We work closely with our clients to understand their goals and develop a customized financial plan that is tailored to their specific needs. Our team of experienced professionals has the knowledge and expertise to guide our clients through the complex world of finance. We pride ourselves on providing clear and transparent advice, and we are always available to answer any questions and address any concerns. At 2nd Story Wealth Planners, we believe that financial literacy and education are key to achieving financial freedom and we're dedicated to providing the tools, resources and guidance to help our clients reach their financial goals. We are committed to fostering a culture of trust and integrity, and our clients can always count on us for honest and objective advice. We look forward to working with you and helping you create a financially secure future for yourself, your family, and future.
Specialties
Where is 2nd Story Wealth Planners located?
2nd Story Wealth Planners lists 1 location.
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2nd Story Wealth Planners 2ndstorywealth.com | Financial Services | 2 | 2023 | Philadelphia |
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Frequently asked questions about 2nd Story Wealth Planners
What does 2nd Story Wealth Planners do?
At 2nd Story Wealth Planners, we are a team of CERTIFIED FINANCIAL PLANNERS™ who specialize in providing personalized financial planning services for Small Business Owners, Executives, and Professional Women. Our goal is to empower our clients to create and preserve generational wealth. We understand the unique financial challenges that many People of Color face, and we are committed to providing the education and resources necessary to help our clients make informed decisions about their financial futures. Our services include investment management, retirement planning, tax planning, estate planning, and insurance planning. We work closely with our clients to understand their goals and develop a customized financial plan that is tailored to their specific needs. Our team of experienced professionals has the knowledge and expertise to guide our clients through the complex world of finance. We pride ourselves on providing clear and transparent advice, and we are always available to answer any questions and address any concerns. At 2nd Story Wealth Planners, we believe that financial literacy and education are key to achieving financial freedom and we're dedicated to providing the tools, resources and guidance to help our clients reach their financial goals. We are committed to fostering a culture of trust and integrity, and our clients can always count on us for honest and objective advice. We look forward to working with you and helping you create a financially secure future for yourself, your family, and future.
How many employees does 2nd Story Wealth Planners have?
2nd Story Wealth Planners has around 2 employees on LinkedIn.
Where is 2nd Story Wealth Planners headquartered?
2nd Story Wealth Planners is headquartered in Philadelphia.
When was 2nd Story Wealth Planners founded?
2nd Story Wealth Planners was founded in 2023.
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