Franklin Group Financial Services Email Formats
Financial Services • 
Philadelphia, Pennsylvania, United States • 11-20 Employees
Franklin Group Financial Services Email Formats
Franklin Group Financial Services uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
Key Contacts at Franklin Group Financial Services
Henry Han Cfp
Director Investment Operations & Senior Analyst
Robert Trier
Director, Financial Education & Wellness
Company overview
| Headquarters | 1 Belmont Ave, Bala Cynwyd, PA 19004, US |
| Phone number | +12123144600 |
| Websites | |
| NAICS | 52 |
| Keywords | Risk Management, Tax Planning, Wealth Management, Business Advisory, Retirement Planning, Financial Planning, Investment Management |
| Founded | 2003 |
| Employees | 11-20 |
| Socials |
About Franklin Group Financial Services
At Franklin Group, we have 3 primary areas of focus: 1. Wealth Management 2. Group Retirement/401K 3. Partnering with Professionals (CPAs, Attys, etc.) to establish Wealth Planning divisions within their existing practices Our success is measured by our clients' success. We are a team of Advisors... • who take a client-centric, holistic, needs-based approach. • who embrace our fiduciary duty to our clients. • who collaborate with our clients’ trusted professionals to work toward the best outcomes. • who have the nimbleness of a boutique firm and the depth & strength afforded by our affiliation with Equitable, a Fortune 500 company. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC. Franklin Group Financial Services is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE-7090164.1(10/24)(Exp.10/28)
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Franklin Group Financial Services has 7 employees across 2 departments.
Departments
Number of employees
Funding Data
Franklin Group Financial Services has never raised funding before.
Franklin Group Financial Services Tech Stack
Discover the technologies and tools that power Franklin Group Financial Services's digital infrastructure, from frameworks to analytics platforms.
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