Overview

our company founded in 1953, is a second generation financial planning firm offering investment advice, insurance products, brokerage products and alternative investments to individuals. we also offer employee benefits and retirement programs to businesses of all sizes. we have an administrative staff of 12 with 7 advisers. i am the president of the firm. i joined in 1979, i hold my CFP, ChFC, Clu and AIF designations. we have three offices(center city Philadelphia, Yardley Pa, and East Brunswick NJ. we are looking to merge with another adviser who is looking for a transition/ succession plan. we treat our clients like family as i am sure you do too. we offer a flexible approach to your transition. let us handle the details of your practice and give you the freedom to engage with your clients when you want to and take time off when you want to. lets make this a win-win-win!

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

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