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Traci Rose

Client Services Associate at Partners in Financial Planning

  • LinkedIn

I am a dedicated professional with over 25 years experience in the financial services industry. I specialize in account administration with excellent communication skills, attention to d...

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PARTNERS IN FINANCIAL PLANNING

PARTNERS IN FINANCIAL PLANNING

  • description Description
    At Partners in Financial Planning, we provide tax-focused, comprehensive, fee-only financial planning and investment management services. Located in Salem, VA and Charleston, SC, we serve cli...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Partners in Financial Planning Org Chart and Mapping

Employees

Pam Poldiak

Financial Planner, Principal and Co-Founder

Stephen Bain

Partner/Financial Planner

Meagan Albert

Customer Service Specialist

Seth Carter

Associate Financial Planner

Karen Huang

Customer Service Representative

Traci Rose

Client Services Associate

Chris Cfp®

Certified Financial Planner™ Professional

Frequently Asked Questions Regarding Traci Rose

Answer: Traci Rose works for Partners in Financial Planning as Client Services Associate

Answer: Traci Rose’s role in Partners in Financial Planning is Client Services Associate

Answer: Traci Rose's email address is t***@gmail.com

Answer: Traci Rose's business email address is t****@partnersinfinancialplanning.com

Answer: Traci Rose’s direct phone number is (***)-***-****

Answer: Traci Rose works in the industry of: Financial Services

Answer: Traci Rose is the current Client Services Associate at Partners in Financial Planning.... Read More

Answer: Traci Rose works Partners in Financial Planning located at 421 S. College Ave, Salem, Virginia, 24153, United States

Answer: Partners in Financial Planning's Client Services Associate is Traci Rose

Answer: Traci Rose contact details:

  • Phone number  :  (***)-***-****
  • Email  :  t****@partnersinfinancialplanning.com

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