Serving Nonprofits in Our Community

CONNECT

Address:

2 Bala Plaza, Ste. 901
Bala Cynwyd, PA 19004

Phone:

610-766-3331

College Savings Plans

A 529 plan can offer significant tax benefits while you save for college. Whole life insurance offers valuable protection to your family with a death benefit that is generally income tax free. It also offers living benefits that can supplement a portion of your children’s educational costs.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck