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WHITMAN FINANCIAL SERVICES, LLC 382 Lowell Street Category: Retirement Planning Services
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Company representatives
Phone: 781-246-0902
Email: moc.lpl@laicnanif
About WHITMAN FINANCIAL SERVICES, LLC
CERTIFIED FINANCIAL PLANNER?; Comprehensive Wealth Management; Financial, Investment and Tax Adviser; Retirement Planning Solutions.
Securities offered through LPL FINANCIAL, Member FINRA/SIPC.
Products and Services
- Investment Management
- Financial Consulting
- Tax Preparation
Business categories
- Tax Return Preparation and Filing
- Financial Planning Consultants
Location Type
Headquarters
Revenue
$275,000 - $300,000
Employees
1
Years In Business
41
Memberships
- FINRA Arbitration Chair & Panelist
- Financial Services Institute
- Certified Financial Planner Board of Standards
Brands
- Securities offered through LPL FINANCIAL
- offered through LPL FINANCIAL
- Member FINRA/SIPC.
- a Registered Investment Adviser.
- Securities and advisory services
Rating
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