Alliance of Comprehensive Planners Inc

Promotion of Business (Chambers of Commerce) / Wilmington /

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Alliance of Comprehensive Planners is the community of tax-focused financial planners operating under the retainer model. ACP WORKS TO PROVIDE A PHILOSOPHICALLY UNITED COMMUNITY FOR FIDUCIARY ADVISORS TO SHARE THEIR WISDOM IN ORDER TO BUILD EXCEPTIONAL FINANCIAL PLANNING PRACTICES, BASED ON TAX-FOCUSED, FEE ONLY FINANCIAL PLANNING, IN ORDER TO TRANSFORM CLIENT LIVES AND GROW CLIENT WEALTH.
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10663866
EIN
2002
Founded
Wilmington, NC 28405 United States
Address
acplanners.org
Web
acp_planners
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Alliance of Comprehensive Planners Inc

Are you a new or newer #financialadvisor? Join fellow #ACP Members Troy Thompson & Elizabeth Buffardi for the New Advisor, Best Practices webinar series. Informal mentorship and fellowship for new advisors building their practices starts here: https://t.co/i1JynqYku3 https://t.co/HO03dp0ca5 (tw)

22 dub
Alliance of Comprehensive Planners Inc

ACP is delighted to welcome @Fasttrackr_AI as a new Resource Partner! FastTrackr AI helps with meeting summaries, client planning, document processing and more, with AI designed for Financial Advisors. Join the free beta program now for 30 days: https://t.co/qw2kAnSs8z https://t.co/TMdxFmKgku (tw)

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Home Find an ACP Advisor Become an ACP Advisor The Latest News For More Information ACP is a dynamic community of comprehensive feeonly financial advisors committed to working in a clients best interest. Our members are highlytrained fiduciary financial advisors who are legally and ethically bound to reduce conflicts of interest and work in the best interests of those they serve. ACP advisors provide commissionfree advice their compensation is derived solely from the client without thirdparty compensation or sales quotas. A taxfocused perspective is another differentiator the ACP methodology provides the tools and resources that our Certified Members use to optimize their clients financial lives.

Promotion of Business (Chambers of Commerce)
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