Stanton Financial Management

Stanton Financial Management Financial consultant in Philadelphia
400 Green St, Philadelphia, PA 19123

Stanton Financial Management is a trusted financial consulting firm located at 400 Green St, Philadelphia, PA 19123. With a commendable average rating of 4.4 from 8 reviews, this firm has built a reputation for providing reliable financial advisory services to individuals and businesses in the Philadelphia area. Operating Monday through Friday from 10 AM to 6 PM, Stanton Financial Management is dedicated to helping clients achieve their financial goals with personalized strategies and expert guidance. The firm is closed on weekends, ensuring focused attention during their weekday hours.

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning
• Tax Planning and Preparation
• Estate Planning
• Risk Management

Cost Range

The cost of financial consulting services at Stanton Financial Management can vary based on the complexity of the client's needs. Generally, fees may range from $150 to $300 per hour for personalized financial advice. Clients are encouraged to contact the office for a detailed quote tailored to their specific financial situation.

Local Tips

• Consider scheduling a consultation early in the week to avoid the midweek rush.
• Parking can be limited in the area, so plan to arrive a few minutes early to find a spot.
• Explore the nearby Northern Liberties neighborhood for a variety of dining options after your consultation.

FAQs

What should I bring to my first consultation?

It is helpful to bring any relevant financial documents, such as recent tax returns, investment statements, and a list of your financial goals and questions.

Is there an initial consultation fee?

Stanton Financial Management offers a free initial consultation to assess your financial needs and discuss potential strategies.

How often should I meet with my financial consultant?

This depends on your individual financial situation and goals, but many clients find it beneficial to have quarterly check-ins.

Contact Information

For more information or to schedule an appointment, visit their Google Reviews page or call their office during business hours.

Monday: 10AM-6PM | Tuesday: 10AM-6PM | Wednesday: 10AM-6PM | Thursday: 10AM-6PM | Friday: 10AM-6PM | Saturday: Closed | Sunday: Closed
America/New_York time zone
4.4 average rating from 8 reviews for Stanton Financial Management: https://search.google.com/local/reviews?placeid=ChIJq6o6g3zIxokRmfmQ4uhxGqY&q=financial+consultant,+4441,+ME,+US&authuser=0&hl=en&gl=US