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Financial Planning Center
FINANCIAL PLANNING CENTER is an SEC-registered investment adviser in AMHERST, NY. The firm manages approximately $19 million in regulatory assets.
Financial Planning Center
FINANCIAL PLANNING CENTER is an SEC-registered investment adviser in AMHERST, NY. The firm manages approximately $19 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What services does Financial Planning Center offer?
Financial Planning Center is a registered investment advisor that provides financial planning and wealth management services, likely including retirement planning, investment management, tax planning, and estate planning for individual clients (per public record).
Is Financial Planning Center a family office?
No. Financial Planning Center operates as an RIA—a registered investment advisor serving a broad client base—rather than as a single or multi-family office (per public record).
Who are the key principals at Financial Planning Center?
The firm's leadership is not publicly named. Public records do not identify any specific principals or owners (per public record).
Where is Financial Planning Center headquartered?
The firm's headquarters location is not publicly listed (per public record).
Does Financial Planning Center manage assets for institutions?
The firm's AUM and client base are undisclosed. It likely serves individual retail clients rather than institutional investors (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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