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THE Estate Planners Group

Headquartered in YARDLEY, PA

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Firm Information

THE Estate Planners Group, located in Yardley, PA, is a registered investment advisor with $328.6 million in regulatory assets under management. The firm offers financial planning, portfolio management, and educational seminars, primarily to high-net-worth individuals and individuals other than high-net-worth. They also provide advice on insurance products and select other advisors for clients.

THE Estate Planners Group

37 S. DELAWARE AVENUE

YARDLEY, PA 19067

$328.60M

Assets Under Management

4

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on insurance products

Advice on insurance products

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

THE ESTATE PLANNERS GROUP has a total of 4 branch locations across the country.
location

HAMILTON SQUARE, NJ

location

YARDLEY, PA

location

WASHINGTON CROSSING, PA

location

Naples, FL

Advisors at THE Estate Planners Group

View All 5 Advisors
Unclaimed
Michael Raymond Sullivan

RA

HAMILTON SQUARE, NJ

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Jeffrey Michael Loesser

RA

YARDLEY, PA

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Matthew Scott Carpenter

RA

YARDLEY, PA

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Unclaimed
Kevin Peter Yorgensen

RA

Naples, FL

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Unclaimed
David Wayne Loesser

CFP®, RA

WASHINGTON CROSSING, PA

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Disclosures

There are no public disclosures for THE Estate Planners Group.

Frequently Asked Questions (7)

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