LifeSpan Financial Associates Employee Directory
Financial ServicesPennsylvania, United States2-10 Employees
LifeSpan Financial Associates is a small financial services firm based in Quakertown, Pennsylvania. It serves individuals, small business owners, professionals, and their families by offering a broad suite of planning and advisory services delivered through a network of specialists in areas such as investments, retirement income, employee benefits, Social Security and Medicare, and life, disability, and long-term care protection. The firm follows a structured, step-by-step planning process to assess clients' current circumstances, determine present needs and future goals, and design strategies that may involve collaboration with other financial professionals. Securities are offered through Questar Capital Corporation and advisory services are provided by Questar Asset Management, with Lifespan Financial Associates operating independently of those entities. The organization emphasizes ongoing training and education for its associates to maintain expertise and high-quality service.