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Wendy H. Rowley, CFP®

Rowley Financial

600 J Eden Rd.
Ste 4
Lancaster, PA 17601
Phone: (717) 509-6060
Fax: (717) 509-6464

Toll-free: (877) 309-6060

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Household Income Minimum: $50,000
Investable Asset Minimum: $150,000

Specialties
  • Charitable & Planned Giving
  • Career Change
  • Estate Planning
  • Investment Management
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Medical & Health Issues

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.