Roffman Miller Associates / 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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