Company Information

Get to know Financial Health Associates

Founded in 1993, Financial Health Associates is an independent, fee-only financial planning firm registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Adviser. The company operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their mission is to provide comprehensive and objective financial guidance to individuals and families, helping them navigate complex financial decisions. Services cover a wide spectrum of personal finance, including retirement planning, investment management, insurance analysis, tax strategies, and estate planning.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Financial Health Associates

United States

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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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.