Ethos Financial Group
46yrs
Top advisor by experience in King Of Prussia
17yrs
Sally Hoffman
Financial advisor at Bankers Life Advisory Services
Based in King Of Prussia, Pennsylvania, Sally Hoffman is a fiduciary financial advisor with 17 years of industry experience. Sally joined Bankers Life Advisory Services in 2016, a firm offering financial planning, investment management, and selecting outside investment managers. Sally holds the CFP® designation.
One of 179 advisors with offices in King Of Prussia, and one of 152 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?Top 14% by experience at Bankers Life Advisory Services
Office1150 1st Avenue Suite 1020, King Of Prussia, PA 19406
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$172,460
Advisors at the firm533
States licensed ?1 state
Services through Bankers Life Advisory Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowBankers Life Advisory Services, Inc.Current firm
Contact Sally
Local office(610) 337-9810Ask for Sally. (844) 553-9083Main office · Chicago, IL 1150 1st Avenue Suite 1020King Of Prussia, PA 19406Office · Get directions Firm websitewww.bankerslife.com/bankers-life-securities/bankers-life-advisory-services-inc
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Sally
Tailored to Sally’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sally
How do I contact Sally?
Call Sally’s local office at (610) 337-9810 or the Bankers Life Advisory Services main office at (844) 553-9083, and ask for Sally Hoffman.
How long has Sally been a financial advisor?
Sally has been in the industry since 2009, about 17 years. Top 14% by experience at Bankers Life Advisory Services.
What licenses does Sally hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Sally a fiduciary?
Sally is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sally paid?
Bankers Life Advisory Services reports being paid by a percentage of the assets they manage, other fees. Ask Sally for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Independence Square Holdings
46yrs
Top advisor by experience at Independence Square Holdings
Park Avenue Securities
44yrs
Top 1% by experience in Pennsylvania
LPL Financial
43yrs
Top 1% by experience at LPL Financial
Park Avenue Securities
43yrs
Top 1% by experience at Park Avenue Securities
ON Investment Management
43yrs
Top 2% by experience nationwide