The Estate Planners Group

The Estate Planners Group (CRD# 124418) is a financial advisory firm headquartered in , . They manage $85,114,000 in 800 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $106,393
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, NJ, PA

Financial Advisors at The Estate Planners Group
Showing 1 - 4 of 4 top financial advisors.
1
David W. Loesser
CRD#: 3177524
113 Pondview Drive, Washington Crossing, PA 18977
96
Wealthminder
score

David Loesser (CRD# 3177524) is an Investment Advisor Representative working at The Estate Planners Group in Washington Crossing, PA and has over 16 years of experience in the finance industry. David Loesser 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 R. Sullivan
CRD#: 2962858
Hamilton Square, NJ
93
Wealthminder
score

Michael Sullivan (CRD# 2962858) is an Investment Advisor Representative working at The Estate Planners Group in Hamilton Square, NJ and has over 18 years of experience in the finance industry.

3
Robert D. Curtin
CRD#: 6183915
113 Pondview Drive, Washington Crossing, PA 18977
89
Wealthminder
score

Robert Curtin (CRD# 6183915) is an Investment Advisor Representative working at The Estate Planners Group in Washington Crossing, PA and has over 3 years of experience in the finance industry.

4
Jeffrey M. Loesser
CRD#: 6580161
Washington Crossing, PA
87
Wealthminder
score

Jeffrey Loesser (CRD# 6580161) is an Investment Advisor Representative working at The Estate Planners Group in Washington Crossing, PA and has 1 year of experience in the finance industry.

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