De Frehn Consulting
Financial Services, Mountville Rd, Adamstown, Maryland, 21710, United States, 1-10 Employees
Phone Number: +12*********
Who is DEFREHN CONSULTING
We provide personalized financial services for business owners and their families. Personal finance is complicated but combining it with business finance requires specialized knowledge. W...
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Headquarters: Mountville Rd, Adamstown, Maryland, 21710, United States
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Date Founded: 2002
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding DeFrehn Consulting
Answer: DeFrehn Consulting's headquarters are located at Mountville Rd, Adamstown, Maryland, 21710, United States
Answer: DeFrehn Consulting's phone number is +12*********
Answer: DeFrehn Consulting's official website is https://defrehnconsulting.com
Answer: DeFrehn Consulting's revenue is Under $1 Million
Answer: DeFrehn Consulting's SIC: 6282
Answer: DeFrehn Consulting's NAICS: 523940
Answer: DeFrehn Consulting has 1-10 employees
Answer: DeFrehn Consulting is in Financial Services
Answer: DeFrehn Consulting contact info: Phone number: +12********* Website: https://defrehnconsulting.com
Answer: We provide personalized financial services for business owners and their families. Personal finance is complicated but combining it with business finance requires specialized knowledge. We focus on getting to know you and your situation. We use what we learn to help you make better financial decisions. This business is more to us than money. It is about the people that trust us to help them. We don't have minimums and we never have. We designed our business to align our interests with yours including structures that incentivize the most reliable long-term outcomes. We are fee-based, not fee-only because a fee-based agreement is not always in the best interest of the investor. DeFrehn Consulting is dually registered to give the flexibility of an Independent RIA and still have access to the infrastructure of a large brokerage firm. The services we provide most often include: Investment management, long and short-term investments in brokerage and retirement accounts Retirement plan management, we guide you in maintaining fiduciary best practices to limit your liability, educate participants, help with the selection of plan structure and offer 3(31) and 3(38) fiduciary services. Insurance: Life-based policies like term life and key-man policies. DeFrehn Consulting is a Registered Investment Advisory firm (RIA). Securities offered through Triad Advisors member FINRA/SIPC. Advisory Services offered through DeFrehn Consulting. DeFrehn Consulting and Triad Advisors are not affiliated.
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