Your financial goals are our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you and your family. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first.
General Information |
| Firm Start Year: | 1924 | |
| Insurance License#: | 709186 |
| Name of Custodial Firm: | Schwab Institutional, Pershing, |
| Work with the following types of clients: | Individual Investors |
| Advisory Services Provided: | 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management |
Services |
| Can meet clients in the following ways: | Email, Your Office, Phone, Your Home |
Firm Information |
| Assets Managed by Advisor: | $50,000,000 |
Compensation and Fees |
| Compensation Methods: | Based on Assets, Hourly, Commissions |
Education |
| Bachelor of Science - Business Management | La Salle University
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| CFP Professional Education Program | College for Financial Planning
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Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1886620/wiseradvisor-legacy-group-detailed-disclosure.html |
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