Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Mark Schapire is a financial advisor registered with Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Alan is a Certified Financial Planner™ and a Personal Financial Specialist. Alan provides financial planning, pension consulting, and selection of other advisors. Alan also offers portfolio management services for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
02/24/2023 - Present
Buckingham Strategic Wealth, LLC (PLYMOUTH MEETING PA)
Active
Inactive
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