Roffman Miller Associates
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Financial Advisor in Philadelphia, Pennsylvania
Founded in 1990, Roffman Miller Associates is a wealth management firm headquartered in Philadelphia, PA. We manage both individual and corporate clients, encompassing brokerage, retirement and trust accounts. Our investment focus centers around individual stocks and individual bonds. Complementary portfolio reviews are available upon request.
Specialties
Advisory And Investment Management
As-Needed Financial Planning
Asset Protection
Certified Financial Planner
CFA
CFP ®
Comprehensive Financial Planning
Fee Only
Fiduciary
Fiduciary Advisor
Independent Investment Advisor
Investment Management
Registered Investment Advisor
Retirement Income Planning
Retirement Planning
Stocks
Team Approach
Trustee Services
Wealth Management
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