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Helping You Find Strategies In This Ever-Changing World...

We are committed to helping successful individuals, retirees, and business owners identify and achieve their financial and lifestyle goals.  To assist our clients, we offer a diverse array of financial professionals to create customized financial strategies.  We provide our clients with the assistance needed to address both simple and complex financial matters with knowledge and confidence.  In addition, we keep our clients at the forefront of the changes in tax laws and financial products.  Our clients enjoy a trusting and comfortable atmosphere where they can be a part of planning their future.

Our Team Members are ready to help you meet your financial goals.

Valley Forge, PA Office

Sitting: David Fazzini, Frank Hennessey, Michael Polin,
Standing: Joseph Bell, Lisa Brand, James Hower (Glen Mills, PA), Lynna Grandas, Helen Ann Auriello, Mark Greim (not pictured)

Cincinnati, OH Office

Left to Right: Nikki Oaks, Frank HeitkerAnthony Butz