1847Financial

1847Financial

1847Financial is a team of financial professionals helping individuals navigate life with complete confidence.

Reading, PA 19607 Save

About

They offer a platform that brings insurance and investments together, providing protection-first, holistic planning and integrated insurance and wealth solutions. With a focus on empowering independence for experienced financial professionals, 1847Financial supports them with a platform that allows them to own their brand, client relationships, and growth. They provide access to protection-first, holistic planning, integrated insurance and wealth solutions, and broker-dealer and RIA capabilities through HTK. 1847Financial has a national support model that offers access, support, and collaboration to financial professionals who value freedom in choosing their business model, practice structure, branding, and products. They believe in the concept of #StrongerTogether, where financial professionals have the freedom and independence to build their practice how they want, according to their vision, values, goals, and dreams. They offer dedicated support to help professionals build and manage their practice, create an amazing client experience, and develop a continuity and succession plan and exit strategy to retire on their terms.

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Insurance & payment

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Self-pay & sliding scale

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