Two of the most respected names in Berks County’s financial community joined forces in 2016 to create a more comprehensive financial services company.
Van Reed Wealth Management acquired Financial Planning Advisors, which will operate as a wholly-owned subsidiary.
The two firms capitalize on a common heritage of highly experienced principals and staff. Plus, they share a passion and reputation for providing personal service and impartial investment advice.
“With our team approach, our expanded group can offer clients more options than before,” says Beth Gallen Mastromarino, president of the firm she founded in 2007. “These include financial planning, retirement planning, college planning, investment advisory services, estate and trust planning, insurances, risk management,expense management and more.”
Nancy Magee, who founded Financial Planning Advisors in 1987, adds, “We’re very excited to be working together as a team. We believe our combined experience and knowledge, products and services means we can serve our clients even better.”
The firm’s services are appropriate for investors of all types, including individuals and families, institutional firms, entrepreneurs, successful business people and retirees.
To learn more, call 610.678.8999 or 610.376.6334.
2950 Van Reed Rd. Reading, PA | 610.678.8999
1122 Penn Avenue Wyomissing, PA | 610.376.6334
