Access Financial Planning Inc is a large advisory firm based in Clifton. It manages $169.07 million of regulatory assets for 595 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 3 other states.
Access Financial Planning provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Access Financial Planning Inc is $169.07 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Access Financial Planning Inc for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Christopher Stanziale has been acting as President since 1 Aug 1987. Bruce Michael Milove joined the executive team most recently as the Director.
The principal office where Access Financial Planning Inc performs its advisory services is located at 1115 Clifton Ave, Clifton, NJ 07015, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-472-7700 or by fax 973-472-4021. The normal business hours are 8:30 a.m. - 6:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.afplan.com.