Personal Wealth Management in Waterford, Pennsylvania
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Business name: Personal Wealth Management
Address:
412A High Street
Waterford, Pennsylvania 16441
Phone number: 814-796-1280
Fax number: 814-796-1290
Business hours:
9:00 am to 4:30 pm Monday through Friday
Map:
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Email address:
Category: Financial
Description:
My business is helping individuals, couples and businesses develop and achieve their financial goals. I use an analytical approach to problem solving to ensure your investments are appropriate for your time horizon and risk tolerance.
Motto: Do what is right for the client.
Strategy: Utilize the best investments, products and services to help individuals and couples plan for and save for retirement.
I believe in a diversified portfolio that includes stocks, bonds, cash, and alternative investments that do not correlate to the equity markets. Investments should be monitored regularly, and annual reviews are a must. I also recommend actively traded accounts for those looking for professional money management.
Products: Stocks, corporate bonds, Money Market funds, brokered CD's, fixed and variable annuities, not-traded REITS, equipment leases, and alternative investments that are not tied to the stock market.
Services: Retirement planning, Traditional IRA and Roth IRA retirement plans, portfolio reviews, business retirement plans, such as a 401k, SIMPLE IRA, profit sharing, Defined benefit and defined contribution plans. Advisory Services for actively traded accounts
Protection of Assets: Permanent and term life insurance, long-term care insurance, and Life insurance retirement plans. I recommend annuities from leading providers to help individuals create their own pensions and income for life.
Contact me for to discuss your financial goals and an evaluation of your particular financial situation. I'll listen to your needs and concerns, review your current situation, evaluate a number of alternatives, recommend to best one for you, make the necessary changes, monitor the results on a regular basis, and review the progress with you.
My goal is to grow my business through referrals. So you know I'll continue to work as hard as I can for you.
This page was created by a person asserting to represent this business. This website does not endorse this business or is otherwise affiliated with or endorsed by Personal Wealth Management.