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Financial Planning Alternatives

Financial Planning Alternatives Email Formats

Financial ServicesFlag of USWestport, Massachusetts, United States11-20 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.

FormatExamplePercentage
{first initial}
j@fpa-online.com
75%
{first name}
john@fpa-online.com
25%

Key Contact at Financial Planning Alternatives

Flag of US

Monisha Potter

Owner And Certified Financial Planner™ Professional

Company overview

Headquarters519 American Legion Hwy, #3, Westport, Massachusetts 02790, US
Phone number+18445537872
Website
NAICS52
SIC628
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
Founded1978
Employees11-20

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

Seniority

Employees

Entry
Intern
Founder/Owner

Employees by Department

Financial Planning Alternatives has 9 employees across 2 departments.

Departments

Number of employees

Funding Data

Financial Planning Alternatives has never raised funding before.

Financial Planning Alternatives Tech Stack

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Frequently asked questions

Financial Planning Alternatives is located in Westport, Massachusetts, US.
You can reach Financial Planning Alternatives at +18445537872.
Financial Planning Alternatives was founded in 1978, making it 48 years old. The company has established itself as a significant player in its industry over this time.
Financial Planning Alternatives has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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