American Investment Planners
ã â â neither american investment planners llc nor cadaret grant company inc.
American investment planners. The american college of financial services provides equal opportunity to students and employees regardless of race color and national or ethnic origin. We work in alliance with academic leaders at hbcus that support financial planning degree programs legislative and regulatory. American financial management group is a fee based fiduciary financial planning firm in the philadelphia suburbs. Get to know us in a simple no pressure phone call or visit us in person to meet with orlando financial planners that will be managing your assets.
Call us for a free consultation today 540 904 1670. The association of african american financial advisors aaaa was created to address the needs and concerns of african american financial professionals aaaa is a non profit membership organization for african american financial advisors and affiliated professionals. American investment planners llc. Have any affiliation with united services automobile association usaa and no endorsement is meant or implied by usaa of either entity ã â â.
Our founder and president maynard keller jr. We develop actionable goal based financial plans for families with ongoing guidance. Is a certified financial planner. If during this meeting you like what you hear and we agree that pursuing a partnership will be mutually beneficial our financial planners will help you answer a few simple questions that will reveal your investment sensibilities and risk tolerance.
Director retirement planning brett has more than 25 years of experience with 401k administration pension administration health insurance life insurance and other employee benefits. American investment planners has clients all over the country who continue to refer us to family and friends. Grant company inc. In his role as a financial advisor and director of retirement planning at american investment planners llc he works closely with business owners to help bring their retirement plans into compliance.
148 likes 1 was here. We are a fee only financial planning firm located in roanoke va. Certified financial planner board of standards inc. American investment planners american investment planners preliminary investigation into alleged misconduct rating 1 5 based on 1 user review s flagged as high risk.
Owns the certification marks cfp certified financial planner tm cfp.