1847Financial - Conshohocken (HQ)

Financial consultant in Conshohocken, PA (show on map)

3.0

★★★☆☆

6 reviews

1847Financial is a national organization of financial services firms delivering the value of Penn Mutual and HTK (Registered Investment Adviser, Member FINRA/SIPC) to financial professionals.

Call (610) 771-0800

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About

1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and their broker-dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. Their firm is part of that national organization.

They are committed to helping financial professionals build and grow a successful practice. Financial professionals gravitate to 1847Financial for the balance of control and support their network provides. They offer firms with unique cultures and specialties, and provide teams, resources, support and products for holistic wealth managers to grow.

Penn Mutual founded in 1847 - over 175 years of strength and stability

Mutually owned company focused on what matters to financial professionals

Network of firms with unique cultures and specialties

Protection-first, holistic planning approach

LEAP Financial Planning Software and ACE digital platform at no cost

Services

Securities and Investment Advisory Services

Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC.

Securities Investment advisory FINRA/SIPC member

Practice Development

Industry expertise, deep marketing stack, and unparalleled support for growing your practice.

Marketing support Practice growth

Advanced Sales

Sales resources and support for financial professionals.

Sales support Case design specialists LEAP Financial Planning Software

Products & Platforms

Competitive products spanning every major category with access to ACE (Accelerated Client Experience) platform.

Product selection ACE digital platform

Technology

Technology suite that can help improve growth, efficiency, and automation.

Growth tools Efficiency automation

Succession Planning

Continuity and succession plan support for when you're ready to exit your practice.

Succession planning Exit strategy Practice transition

Credentials & Certifications

Hornor, Townsend & Kent, LLC (HTK) - Registered Investment Adviser

FINRA/SIPC Member

Reviews

Rating

★★★☆☆

Reviews

Frequently Asked Questions

What is 1847Financial? +

What is the connection to Penn Mutual? +

Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and their unwavering commitment to founding principles of mutuality. They offer access to more than 175 years of experience helping financial professionals serve generations of families and businesses.

What services do they offer financial professionals? +

They offer practice development, advanced sales, products & platforms, technology, marketing, and succession planning support.

Where is 1847Financial headquartered? +

1847Financial has offices across the US including Akron OH and Pittsburgh PA, Charlotte NC and Greenville SC and Atlanta GA, Colorado, Philadelphia & Florida, Kansas Missouri & Texas, Nashville TN, New Jersey, New York NY, and Utah and Arizona.

What is their investment approach? +

They offer protection-first, holistic planning with integrated insurance and wealth solutions through their broker-dealer and RIA capabilities through HTK.