Family First Financial Planning

Family First Financial Planning (CRD# 131254) is a financial advisory firm headquartered in Stuart, FL. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details

850 Nw Federal Highway, Suite 150, Stuart, FL 34994

https://www.feeonlynetwork.com/financial-advisor/leslie-trowbridge/

By the Numbers

Total Assets Under Management

0

MILLION
Total Number of Accounts

0

ACCOUNTS
Average Account Value

$0

Compensation Options

Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, GA

Financial Advisors at Family First Financial Planning

Showing 1 - 2 of 2 top financial advisors.

Peter G. Bobolia

CRD#: 4552160

850 Nw Federal Highway, Suite 150, Stuart, FL 34994

Peter Bobolia (CRD# 4552160) is an Investment Advisor Representative working at Family First Financial Planning in Stuart, FL and has over 5 years of experience in the finance industry.

Leslie E. Trowbridge

CRD#: 2648431

850 Nw Federal Highway, Suite 150, Stuart, FL 34994

Leslie Trowbridge (CRD# 2648431) is an Investment Advisor Representative working at Family First Financial Planning in Stuart, FL and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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