Business Description

We help our clients preserve their wealth by helping them avoid the erosion caused by taxes, market fluctuations, and the unpredictable events that life can bring. Our unique approach combines experience and integrity, with a thorough financial planning process and comprehensive wealth management, in an independent, unbiased environment.

Securities offered through Leigh Baldwin & Co. LLC
Member FINRA/SIPC . 1801 Lititz Pk. P.O. Box 10683
Lancaster PA 17605 . 717-295-8888

General Information

Gender:

Male

Years of Experience in Financial Services:

Education

Academic Background

College Graduate

Services

Investment Types:

Stocks Mutual Funds, Bond Mutual Funds, International Investments, Annuities

Qualifications & Memberships

Certifications, Accreditations & Designations:

Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 6, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 65

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Additional Details on Charges:

We work with clients on a commission basis and or a fee based arrangement.

Prepared By:

Jerry Clunan, RFC

Most Recent Update:

08/05/2008