Standing: Paula Christian, CFP®; Stephanie Connerton, Operations Manager; Gretchen Keith, Client Service Manager; Angela Frantz, Office Manager; seated L-R: Beth Gallen Mastromarino, CFP®; Tricia Ludgate, Financial Advisor. Missing from Picture: Nancy W. Magee CFP® (Arizona Office).
Your financial peace of mind is important to us.
Whether you’re investing to build wealth, protect your family, or preserve your assets, we focus on your specific needs, wants and long-term goals.
We’re a team of highly experienced professionals with a reputation for providing personal service and impartial investment advice.
Our services include financial planning, retirement planning, college planning, investment advisory services, estate and trust planning, insurances, risk management, expense management and more.
We work with investors of all types, including individuals and families, institutional firms, entrepreneurs, successful business people and retirees.
To learn more, call 610.376.6334 or 610.678.8999.
1122 Penn Avenue, Wyomissing, PA 19610
610.376.6334
610.678.8999
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Financial Planning Advisors or Van Reed Wealth Management, registered investment advisors and separate entities from LPL Financial.
