Insights

Growth potential Mid-sized advisory with revenue in the multi-million range indicates room to expand client base and cross-sell additional financial planning services, insurance, and retirement strategies to existing and similar asset-h under management clients.

Strategic affiliation As a financial planning practice within Ameriprise Financial Services LLC, there are collaboration opportunities with Ameriprise products, captive solutions, and access to broker-dealer resources to upsell investment management, risk planning, and educational workshops to clients.

Tech and delivery Current technology stack includes WordPress, WooCommerce, and standard JS/PHP frameworks, suggesting opportunities to modernize client onboarding, secure digital planning portals, and data-driven advisory experiences to improve conversion and retention.

Geographic focus Limited state coverage (AZ, DE, FL, NC, NJ, NY, OH, PA, SC, WI) presents a targeted market expansion plan to acquire new clients in adjacent states or scale through partnerships with local fiduciaries and estate planners.

Financial health Revenue indicate solid profitability with potential for scalability; sales efforts can target insurance solutions, retirement planning, and asset consolidation services to deepen wallet share among affluent and mass affluent segments.

Similar companies to ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC

ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC Tech Stack

ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC uses 8 technology products and services including WordPress, WooCommerce, Google Fonts API, and more. Explore ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC's tech stack below.

  • Content Management System
  • E-commerce
  • Google Fonts API
    Font Scripts
  • Marionette.js
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • PHP
    Programming Languages
  • reCAPTCHA
    Security

ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC's Email Address Formats

ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC uses at least 4 email formats:
ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC Email FormatsExamplePercentage
FLast@firstam.comJDoe@firstam.com
87%
FiLast@firstam.comJoDoe@firstam.com
7%
FirLast@firstam.comJohDoe@firstam.com
4%
FirstL@firstam.comJohnD@firstam.com
2%

Frequently Asked Questions

What is ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC's official website and social media links?

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ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC's official website is fafltd.com and has social profiles on LinkedIn.

How much revenue does ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC generate?

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As of October 2026, ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC's annual revenue is estimated to be $10M - $25M.

What is ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC's NAICS code?

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ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC's NAICS code is 52 - Finance and Insurance.

How many employees does ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC have currently?

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As of October 2026, ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC has approximately 19 employees across 4 continents, including North America, Europe and Africa. Key team members include Chief Accounting Officer Vice President: S. A., Vice President Of Operations: A. C. and Vice President Business Architect National Production Services First American Title Insurance Co: A. P. Explore ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC's employee directory with LeadIQ.

What industry does ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC belong to?

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ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC operates in the Financial Services industry.

What technology does ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC use?

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ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC's tech stack includes WordPress, WooCommerce, Google Fonts API, Marionette.js, jQuery, Underscore.js, PHP and reCAPTCHA.

What is ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC's email format?

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ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC's email format typically follows the pattern of FLast@firstam.com. Find more ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC email formats with LeadIQ.

When was ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC founded?

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ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC was founded in 1992.
ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC logo

ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC

Financial ServicesNew Jersey, United States11-50 Employees

ForFutures Financial Planning is a financial advisory practice affiliated with Ameriprise Financial Services LLC, operating within the financial services industry. Located in Marlton, New Jersey, the firm emphasizes education-centered financial planning aimed at helping clients understand and manage wealth, from investments and retirement to insurance, with a focus on long-term guidance and relationship building for individuals and families. The organization positions itself as a local planning resource that serves clients who may be starting to accumulate wealth or managing significant assets, leveraging access to Ameriprise-backed tools and guidance to address their financial goals. The firm operates as part of a broader network of Ameriprise affiliates, and its location and scope suggest a regional service footprint in the New Jersey area.

Section iconCompany Overview

Website
fafltd.com
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC's revenue is estimated to be in the range of $10M - $25M

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