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Advisor Financial Services, LLP is a fee-only independent investment advisor and financial services company. We provide independent investment advisor services for private wealth management clients, and we also provide independent investment advisor services to businesses on retirement benefit solutions.
"Through CEFEX’s independent assessment, the certification provides assurance to investors, both institutional and individual, that [Advisor Financial Services] has demonstrated adherence to the industry's best fiduciary practices. This indicates that [Advisor Financial Services'] interests are aligned with those of investors."
- Carlos Panksep, General Manager of the Centre for Fiduciary Excellence
Advisor Financial Services, LLP offers independent investment advice to individual employees tailored to their employer's defined contribution or retirement plan whether it is a traditional 401k, 401a, 403b or profit sharing plan.
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Discriminating investors increasingly demand objective and independent investment advice and services. Our private account service fills this demand.
Learn about your benefits and how to integrate them into your retirement plan.
There are no one-size-fits-all solutions to insurance needs. We carefully listen to client concerns and then work to develop and implement a solution that will help them achieve their goals in a cost efficient manner.