THE FINANCIAL PLANNING ANSWERPLACE, LLC
Firm details
- Headquarters
- PRINCETON, New Jersey
- CRD number
- 159932
- Website
- www.thefpanswerplace.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Financial Planning Answerplace, LLC operates as a limited liability company focused on providing financial planning services and educational seminars. The firm is structured to offer a range of advisory activities, primarily centered around financial planning. Their approach emphasizes personalized guidance, helping clients navigate their financial journeys through tailored advice and workshops. The firm does not engage in capital allocation and is not recognized as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1ELEANORE SZYMANSKI
Partner and Senior Wealth AdvisorCRD 1528249
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PRINCETON, NJ
MERCER
Location
PRINCETON, NJ
Headquartered in PRINCETON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MERCER
- Address
- 475 Wall St
- Time zone
- ET (UTC-5)
- Office locations
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