CGI PLAN ADVISORS, INC.

Name: CGI PLAN ADVISORS, INC.
Address: 601 SWEDESFORD RD,, FRAZER, PA 19355, frazer, PA, US
Telephone: (610) 854-1420
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Frazer, Pennsylvania · 1 of 2 financial advisors in the area

📍 601 SWEDESFORD RD,, FRAZER, PA 19355

📞 (610) 854-••••

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📍 601 SWEDESFORD RD,, FRAZER, PA 19355

About CGI PLAN ADVISORS, INC.

CGI PLAN ADVISORS, INC. is a financial advisor located in Frazer, Pennsylvania. As a local financial advisor, they serve Frazer and surrounding communities in Pennsylvania. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Frazer should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Pennsylvania securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Frazer

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Frazer may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Frazer

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Frazer?

Financial Advisors in Frazer typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Frazer?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Frazer to choose from.

Does CGI PLAN ADVISORS, INC. offer free quotes?

Contact CGI PLAN ADVISORS, INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Frazer

CGI WEALTH ADVISORS, INC.

SWEDESFORD CORPORATE CENTER, FRAZER, PA 19355