Fogal Financial Group

Provide holistic financial planning solutions to families. Services range from modular planning (one area of financial planning only) to comprehensive/holistic financial planning. Our planner holds the following professional designations: Certified Financial Planner (CFP) professional, Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Accredited Estate Planner (AEP), and Accredited Tax Advisor (ATA). In addition, he is a Certified Specialist in Planned Giving (CSPG) and a graduate of the National Planned Giving Institute at the College of William and Mary.

网站

https://www.fogalfinancial.net

Fogal Financial Group的外部链接

所属行业

金融服务

规模

2-10 人

总部

Auburn，AL

类型

私人持股

创立

2005

领域

Investments、Financial Planning、Insurance、Taxes、Retirement Planning、Estate Planning和Charitable Planning