Progressive Financial Planning Services Inc.

Progressive Financial Planning Services Inc. (CRD# 118728) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Progressive Financial Planning Services Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William E. Bulmer
CRD#: 1128947
5560 Ne Trieste Terrace, Boca Raton, FL 33487
96
Wealthminder
score

William Bulmer (CRD# 1128947) is an Investment Advisor Representative working at Progressive Financial Planning Services Inc. in Boca Raton, FL and has over 17 years of experience in the finance industry. William Bulmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael J. Godfrey
CRD#: 3057596
5560 Ne Trieste Terrace, Boca Raton, FL 33487
71
Wealthminder
score

Michael Godfrey (CRD# 3057596) is an Investment Advisor Representative working at Progressive Financial Planning Services Inc. in Boca Raton, FL and has over 18 years of experience in the finance industry. Michael Godfrey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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