Flanagan Financial, LLC is an independent financial planning firm founded by Joshua D. Flanagan, CFP®, ChFC®. The company provides comprehensive financial planning services to families, individuals, and small business owners. Its mission is to take a genuine interest in its clients, understand their objectives, and deliver personalized strategies for wealth management, retirement planning, investment management, education funding, and estate planning. The firm operates under the regulatory umbrella of Purshe Kaplan Sterling Investments.

Founded in

United States