Niche Financial Services Inc. is a financial consulting firm established in 1998. The founder has been in the industry for over 30 years. We consider ourselves in conjunction with our strategic partners capable of providing valuable insights and planning to the business owners and individuals we serve.
Our clientele are looking to solve both simple and complex employee benefits and personal planning issues. Some of the products and solutions that we provide include; individual financial planning, investment management, fee based and hourly advisory services, health insurance solutions, 401(k)'s, pensions, profit sharing plans, simple IRA's, SEP's, individual retirement accounts, and income replacement plans, life insurance.
Our clientele are looking to solve both simple and complex employee benefits and personal planning issues. Some of the products and solutions that we provide include; individual financial planning, investment management, fee based and hourly advisory services, health insurance solutions, 401(k)'s, pensions, profit sharing plans, simple IRA's, SEP's, individual retirement accounts, and income replacement plans, life insurance.
Services
Niche Financial Services and its affiliated companies including Almanack Investment Partners develops solutions for both business owners and individuals. Richard Eglington entered the industry in 1987. Employed by a large global investment and insurance company, he advised clients in personal insurance matters as well as fixed investments and securities.
Many people procrastinate, or ignore, dealing with their personal financial planning. It is easy to assess whether or not you are on target. By objectively assessing your current financial situation, you can decide whether it makes sense to seek professional help, or possibly new or additional help.
Niche Financial Services provides retirement plan consulting services to assist companies to establish and maintain the most appropriate plan for their company's goals and priorities. We also help employers update plans when approiate. We stay local and work in person with our customers in the Philadelphia region.
Many businesses offer their employees retirement saving benefits, like simple IRA's or a 401(k)'s. These retirement plans should be reviewed periodically to ensure they are competitive and up to date. Like many other small businesses, your company may be considering or reviewing the various retirement plan options currently available.
The world of health insurance is always changing. The overall landscape has changed from the traditional medical underwriting major medical scenario. The wide range of new programs, benefits, plan designs, and opportunities are available. Be sure to get the right fit for your healthcare dollars. Many employers offer a competitive benefit packages providing health insurance to qualifying employees working at the company.
Reviews (1)
Erin V.
Mar 12, 2015
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Niche Financial Inc. is a one stop shop for not only health, dental, vision,life... but retirement services to investment advisory. I have a small business and they met all my needs and then some. Rick is extremely friendly and knowledgeable. Any small business can hand over their HR needs to Niche and they will get the job done. You can rely on them to handle your health needs as well as your retirement and investment needs. Anyone can write something good about a company however you will see for yourself once you give them a chance. You will never want to use anyone else. If a company does a
