


Financial Planning Alternatives Email Formats
Financial Services • Westport, Massachusetts, United States • 11-20 Employees
Financial Planning Alternatives Email Formats
Financial Planning Alternatives uses 2 email formats. The most common is {first initial} (e.g., j@fpa-online.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@fpa-online.com | 75% |
{first name} | john@fpa-online.com | 25% |
Key Contact at Financial Planning Alternatives
Monisha Potter
Owner And Certified Financial Planner™ Professional
Company overview
| Headquarters | 519 American Legion Hwy, #3, Westport, Massachusetts 02790, US |
| Phone number | +18445537872 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Stocks, College Planning, Retirement Planning, Life Insurance, Investment Analysis, Long Term Care, Financial Planning, Social Security, Widows, Wealth Transfer / Inheritance, Partners: Estate Planning / Trusts / Elder Law |
| Founded | 1978 |
| Employees | 11-20 |
About Financial Planning Alternatives
Our mission is to educate and empower our clients to achieve their financial goals through a personal financial planning process. Everyone deserves good financial advice. Our firm has been active in the Westport, MA community since 1978. FPA clients come from all walks of life: blue collar jobs, government & municipal employees, teachers, and families serving a true Middle America clientele. The practice is built on relationships, trust, and mutual respect with the ability to deliver a broad range of financial products and services to help clients achieve their financial goals. We believe in an open conversation about your situation and what got you there, with no judgment. We believe that educating clients with an understanding behind the strategies being proposed for their investments is most effective. The team at FPA believes in a team approach to financial planning and consistently provides additional levels of service to our clients. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Financial Planning Alternatives is not affiliated with Kestra IS or Kestra AS. Financial Planning Alternatives does not provide legal or tax advice. https://www.kestrafinancial.com/disclosures
Employees by Management Level
Total employees: 11-20
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Financial Planning Alternatives has 9 employees across 2 departments.
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Financial Planning Alternatives has never raised funding before.
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