Serving Nonprofits in Our Community

CONNECT

Address:

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

Phone:

610-766-3331

Comprehensive Employee Benefits Planning

Enhance or add Group Medical, Group Disability, Retirement and Voluntary Individual Plans. Often times plans in place do not match employer intended goals, employee participation is low, may be paying unnecessary costs, personalized services are minimal, and most do not have advisors who are able to provide a comprehensive and coordinated approach. Our team has Wealth Advisors who are also Certified Employee Benefits Specialists, which is important to the creation, implementation, and ongoing planning.             

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