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Spectrum Financial Alliance Ltd., LLC logo — SFA provides comprehensive financial planning & asset manage...

Spectrum Financial Alliance Ltd., LLC

SFA provides comprehensive financial planning & asset management services for individuals, families, and organizations.

Founded 1995 United States Nicholasville, United States 10 employees Finance, Financial Services +2

General Information

Company Name Spectrum Financial Alliance Ltd., LLC
Founded Year 1995
Location United States Nicholasville, United States +1
Employees 10
Industries Finance, Financial Services, Insurance +1
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About Spectrum Financial Alliance Ltd., LLC

Spectrum Financial Alliance Ltd., LLC is a financial planning and asset management firm dedicated to serving individuals, families, and organizations. Founded in 1995 by C. Kelly Buckley, MBA, CFP®, AAMS™, the company is headquartered in Nicholasville, KY, United States. The firm takes pride in its personalized approach, catering to clients nationwide while maintaining a focus on local ownership and community. Specializing in asset management, financial planning, insurance services, and estate planning facilitation, Spectrum Financial Alliance serves a diverse clientele, prioritizing their financial security, asset growth, and retirement income. As a Registered Investment Advisor, the company upholds a fiduciary duty to act in the best interests of its clients at all times, setting it apart from many financial services firms. With over 35 years of experience, Kelly Buckley has been instrumental in helping clients secure their financial futures. The firm emphasizes its dedication to ensuring the success and peace of mind of its clients, offering a FREE consultation to those interested in experiencing the Spectrum Financial Alliance Difference. Overall, Spectrum Financial Alliance stands out for its commitment to personalized, client-centered services, and its adherence to fiduciary standards, making it an intriguing prospect for potential investors in the Financial Services, Insurance, and Wealth Management industries.

Taxonomy: Financial Planning, Wealth Management, Estate Planning, Insurance Services, Retirement Planning, Registered Investment Advisor, Legacy Planning, College Funds, Fiduciary Duty, Comprehensive Services

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Spectrum Financial Alliance Ltd., LLC Alternatives & Competitors

Spectrum Financial Alliance Ltd., LLC vs
TFC Financial Management, Inc.
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Spectrum Financial Alliance Ltd., LLC vs
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Spectrum Financial Alliance Ltd., LLC vs
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FAQ About Spectrum Financial Alliance Ltd., LLC

SFA provides comprehensive financial planning & asset management services for individuals, families, and organizations.
Spectrum Financial Alliance Ltd., LLC was founded in 1995.
Spectrum Financial Alliance Ltd., LLC is headquartered in Nicholasville, United States.
Spectrum Financial Alliance Ltd., LLC operates in the following industries: Finance, Financial Services, Insurance, Wealth Management.
Spectrum Financial Alliance Ltd., LLC has approximately 10 employees.
Top alternatives and competitors to Spectrum Financial Alliance Ltd., LLC include TFC Financial Management, Inc., Pendleton Financial, Senior Tax and Insurance Advisors, PLLC, Futurum Financial Group (Pty) Ltd, West Branch Capital LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Spectrum Financial Alliance Ltd., LLC and TFC Financial Management, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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