FAQ’s
Click on any of the questions below to see the answer.
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Where is Informed Family Financial Services located?
Office locations are:
2570 Boulevard of the Generals, Suite 223, Norristown, PA 19403
152 East High Street, Suite 420, Pottstown, PA 19464 -
What are the fees associated with your services?
Due to the specific nature of our services and the planning needed by clients, all fees are discussed individually.
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Do you provide legal, accounting, or tax preparation services?
We do not provide legal, accounting, or tax return preparation services. However, (for example) if you do not already have an estate planning attorney or tax professional, we may recommend several. We do not receive a referral fee or any other compensation from any other CPA or attorney to whom we might refer our clients.
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Can you provide references?
Many of our clients have offered to provide references which can be provided prior to coming on board as a client.
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Who is USA Financial Securities?
That is our Broker/Dealer which oversees our activity, helps process security transactions and helps us with industry information and compliance.
