Jackie Frantz
Executive Assistant at Erickson Financial Group
Jackie Frantz's Professional Contact Details
Email (Verified)
****@financialguide.com
HQ
(610) 798-2544
Location
Center Valley, Pennsylvania, US
Company
Erickson Financial Group
Person Seniority
entry
Location Postal Code
18034
Jackie Frantz's Current Company Details
Erickson Financial Group is a three-generation financial services firm specializing in family-owned business financial planning. Many business owners don't have a financial plan that blends their busi...
Erickson Financial Group is a three-generation financial services firm specializing in family-owned business financial planning. Many business owners don't have a financial plan that blends their business with their personal financial goals, but the two are integrally tied together. Business financial planning includes a cross-discipline approach, typically combining retirement income and estate strategies, business succession/sale/transfer planning, and tax management.
Organization Website
ericksonfinancialgroup.com
Organization Languages
English
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Jackie Frantz's Work History and Education
Erickson Financial Group
Executive Assistant
2011 - Present
Colleagues at Erickson Financial Group
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