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Foundations Financial Partners

Foundations Financial Partners

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Our Process

 

 

We believe that:

  • Unwavering integrity in our service to clients
  • Passionate pursuit of excellence
  • Commitment to a common culture

Are the foundations upon which a great company is built and sustained.

 

Separate from the financial plan and an advisors' role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them.

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Contact info

  •   515 N. Main Street , Doylestown, Pennsylvania 18901
  •   (215) 230-8640
  •   contact@foundationsfinancial.com

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Foundation Financial Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Foundation Financial Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Foundation Financial Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3045479 DOFU 6/2020

Foundations Financial Partners, 515 North Main Street , Doylestown, PA 18901 (215) 230-8640

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