Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Jessup has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Jessup, Pennsylvania have an average of 21 years of experience.
Frank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Flat Fee
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | The Tekridge Center, 50 Alberigi Drive, Suite 114 Jessup, PA, 18434 | $212,324,332 | 1025 | 6 | A percentage of AUM, Other (ASSETS UNDER ADVISEMENT) |
QualificationsFirm CRD# 149489
Assets Under Management $212,324,332
No. Of Clients1025
Clients Per Financial Advisor171
INTEGRATED CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Jessup, Pennsylvania. With a nearly $212M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1025 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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