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1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters

1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters Email Formats

Financial ServicesFlag of USConshohocken, Pennsylvania, United States101-200 Employees

1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters Email Formats

1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@1847financial.com), used 59.5% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@1847financial.com
59.5%
{first name}{last name}
johndoe@1847financial.com
40.5%

Key Contacts at 1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters

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Jeremy Priar

Firm Director

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Bryan C Woodell

Firm Managing Director

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Monica Foresta

Director- Recruitment And Retention

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Rashon Howard

Director Of Business Development

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Phil Raymond

Director Of Strategic Marketing

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Benjamin Levy

Firm Director

Company overview

Headquarters161 Washington Street, Suite 1111, Conshohocken, PA 19428, US
Phone number+16107710800
Website
NAICS52
SIC628
Keywords
Income Protection, Special Needs Planning, Retirement Planning, Wealth Accumulation, Insurance, Estate Planning, College Funding Strategies, Employee Benefit Planning, Executive Benefit Planning
Founded2011
Employees101-200
Socials

About 1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters

We are evolving! We’re now part of an elite, unified national organization – 1847Financial. Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality. Our commitment to our financial professionals and clients we serve remains stronger than ever. • 1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. • 1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices • 1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets. We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637. www.htk.com 1847Financial is unaffiliated with HTK.

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry
Manager
Partner

Employees by Department

1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters has 48 employees across 6 departments.

Departments

Number of employees

Funding Data

1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters has never raised funding before.

Frequently asked questions

1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters is located in Conshohocken, Pennsylvania, US.
You can reach 1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters at +16107710800.
1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.
1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

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