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Discovery Financial, LLC

Financial Services

Specialities :
Financial planning
Investment management
Retirement strategies
Tax management
Estate conservation

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Discovery Financial, LLC

What does Discovery financial, llc do?+

Discovery Financial, LLC is an independent full-service firm, with over 70 years of combined experience in the financial services field. Our association with LPL Financial, the largest independent broker dealer* in the country, allows us to offer access to independent unbiased advice, products and services. We provide our clients with a comprehensive financial plan with the end in mind in an easy-to-understand format. We have the ability to implement your plan using a wide variety of services. We also believe that continual monitoring of your plan is critical to its success

What are Discovery financial, llc's specialties? +

Financial planning,investment management,retirement strategies,tax management,estate conservation,life and disability insurance,long term care insurance,fixed and variable annuities,simple & sep ira's,401(k) & pension plans,and 529 college savings programs

What is Discovery financial, llc's industry? +

Discovery financial, llc operates in the Financial services industry.

What is Discovery financial, llc's revenue? +

Discovery financial, llc's revenue is 11m - 100m

What is Discovery financial, llc's company size? +

Discovery financial, llc has 11 - 50 employees.

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