Company Information

Get to know the college funding advisors of pa., llc.

The College Funding Advisors of PA., LLC is a financial advisory firm dedicated to assisting families with the complexities of financing higher education. Founded by Ann and John P. Schmehl, the company focuses on creating personalized strategies to reduce the Expected Family Contribution (EFC), maximize eligibility for financial aid, and identify affordable college options. They offer consultations and guidance on navigating the FAFSA, CSS Profile, and other financial aid processes to help families fund college without jeopardizing their retirement or financial stability. Their investment advisory services are formally offered through Navigate Private Wealth, LLC, an SEC Registered Investment Advisor.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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the college funding advisors of pa., llc.

United States

Founded in

1975 (51 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.