2nd Story Wealth Planners, LLC
5.0
★★★★★
2 reviews
About
At 2nd Story Wealth, we are a team of CERTIFIED FINANCIAL PLANNERS™ who specialize in providing personalized financial planning services for individuals, families, and small business owners that are People of Color and their allies.
Black-owned and women-owned
Specialize in serving People of Color and their allies
Goal to empower clients to create and preserve generational wealth
Understanding of unique financial challenges in the Black community
Making financial guidance available for all, not just the 1%
Services
Credentials & Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
MBA
Member of Financial Planning Association (FPA)
Member of Association for African American Financial Advisors
Reviews
Rating
5
★★★★★
Reviews
2
"She is amazing very knowledgeable and helped my family tremendously."
Contact 2nd Story Wealth Planners, LLC
Location
Location of 2nd Story Wealth Planners, LLC, 600 W Germantown Pike, Plymouth Meeting, PA 19462 · View on Google Maps
Screenshot Gallery
Get in Touch
Related Businesses
Listing issue? Report this listing →
Prioritize this listing: Featured Listing →