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David Lafferty, CFP®

Wescott Financial Advisory Group, LLC

30 S 17th St
4th Flr
Philadelphia, PA 19103
Phone: (215) 979-1606
Fax: (215) 979-1622

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Household Income Minimum: $0
Investable Asset Minimum: $2,000,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Retirement
  • Long-term Care

 

How Planner Charges
N/A

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