K&G Financial Services Industry

IRIS Financial Services, located in Marlton, NJ, is led by owner Thomas D. Foy Jr., a registered representative who offers securities through Cambridge Investment Research Inc. The firm provides a range of professional services, including investments, retirement planning, and insurance strategies, tailored to meet the needs of their clients. With additional offices in Fernandina Beach, Florida, IRIS Financial Services extends its advisory services to residents across numerous states. They focus on fostering long-term relationships with clients while ensuring compliance with securities regulations in various jurisdictions. Generated from the website

Financial Life Planning, LLC is an independent client fiduciary based in Marlton, New Jersey, offering a comprehensive suite of financial and retirement planning, investment advisory, and wealth management services to individuals, families, and small business owners. They believe in the power of personal connections and understanding, striving to establish strong and lasting relationships with their clients. With a holistic approach that goes beyond traditional financial planning, they provide personalized guidance tailored to each client's unique circumstances, goals, and aspirations. At Financial Life Planning, LLC, they understand that financial life is not just about numbers and investments, but also about dreams, values, and the legacy one wants to leave behind. They are dedicated to helping clients visualize and grasp their bigger picture, counteracting common biases that can harm their financial health. Committed to helping clients achieve financial security, they offer customized financial planning, investment management, insurance assessment, and small business support services. Trust them to be your partner in building a brighter and more prosperous future.Generated from the website