About My Practice
We offer independent, comprehensive financial services. We are able to offer unbiased advice, along with the highest quality service and investment options available. We work with individuals and business to secure their financial success. Our services include porttfolio evaluation, retirement planning, divorce and estate planning. Careful, well-planned investing is the cornerstone of financial security. We search for the most appropriate investment options available that remain consistent with your goals, risk tolerance and other factors.
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 53, 63, 65
Insurance Licenses
Life insurance: PA, NJ, Health/disability insurance, Fixed annuities, Variable annuities: PA, NJ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: We believe in educating our clients to assist them in making important life changing decisions regarding their financial affairs.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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