Affiliated Financial Planners Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Affiliated Financial Planners is a relationship-based financial planning firm.  We specialize in comprehensive financial planning for our clients. We help our clients with everything from planning for retirement to paying for college, managing million dollar portfolios to developing tax and estate planning strategies.  

We seek to provide quality advice, effective implementation, and superior service to their individual and corporate clients in the areas of financial and retirement planning, asset allocation, independent selection of Mutual Funds and Annuities, Life Insurance, Long Term Care Insurance, Health Insurance, Disability Insurance, and FDIC Insured Banking Services.

Affiliated Financial Planners works for you. As an independent financial planning firm, we are neither limited nor restricted to working with any particular investment or insurance company. Rather we match clients goals, objectives and needs with the most appropriate provider.

We have been helping families and small business owners meet their financial goals for a combined 50 years; whether it's preparing for a comfortable retirement - or sending their children and grandchildren to college.

Find Affiliated Financial Planners employees' phone numbers or email addresses

Affiliated Financial Planners Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Affiliated Financial Planners's Leadership

  • Stylized image of a person
    E. D.
    Certified Financial Planner - Partner
    Phone icon
  • Stylized image of a person
    L. G.
    Independent Financial Consultant
    Phone icon
  • Stylized image of a person
    N. D.
    Certified Financial Planner
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  • Stylized image of a person
    D. L.
    Financial Advisor
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  • Stylized image of a person
    J. H.
    Client Care Representative
    Phone icon

Contact profiles from Affiliated Financial Planners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. D.
    Certified Financial Planner - Partner
    Phone icon
    United StatesPennsylvania
    Oct 25, 2025
  • Stylized image of a person
    L. G.
    Independent Financial Consultant
    Phone icon
    United StatesPennsylvania
    Oct 22, 2025
  • Stylized image of a person
    N. D.
    Certified Financial Planner
    Phone icon
    United States
    Nov 14, 2025
  • Stylized image of a person
    D. L.
    Financial Advisor
    Phone icon
    United StatesPennsylvania
    Oct 20, 2025
  • Stylized image of a person
    J. H.
    Client Care Representative
    Phone icon
    United StatesPennsylvania
    Oct 20, 2025

Frequently Asked Questions

What is Affiliated Financial Planners known for?

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Affiliated Financial Planners was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 4155 Independence Drive, Suite 1; you can contact the main corporate office by phone at . Explore Affiliated Financial Planners's company overview page for more information.

What is Affiliated Financial Planners's most common email format?

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Affiliated Financial Planners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Affiliated Financial Planners email formats with LeadIQ.

How many employees does Affiliated Financial Planners have currently?

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Affiliated Financial Planners has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Affiliated Financial Planners's key employees and leadership?

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As of December 2025, Affiliated Financial Planners's key employees include:

  • Certified Financial Planner - Partner: E. D.
  • Independent Financial Consultant: L. G.
  • Certified Financial Planner: N. D.
  • Financial Advisor: D. L.
  • Client Care Representative: J. H.

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