NEXT WORKSHOP: THIS TUESDAY AT 10:00AM EST
You're invited to our Webinar this Tuesday at 10:00am EST hosted by Managing Partner, Bob Held Jr.
On the webinar, you will learn:
✅ Transparency of our planning process
✅ How we educate our clients
✅ 4 key questions we answer to build your financial plan
✅ Exploring all reasonable options to achieve client goals
⚠ Limited space
Sign up today to reserve your spot!
If what you thought was true turned out to be false, when would you like to know? About Us
Advanced Financial Partners is owned and operated by Robert (Bob) Held Jr. Bob and his team bring over 44 years of experience in managing the savings of clients in the Philadelphia metropolitan area. We believe that our clients deserve more than a financial solutions provider – they deserve a partner who will help them prosper and improve their community. Bob’s extensive personal and professional experience offers a unique and practical perspective on your financial wellbeing.
Our Unique Approach
Advanced Financial Partners specializes in transparent financial planning while educating clients in the process. Our goal is to minimize risk while maximizing returns through greater efficiency of assets.
