Meet the Vestra Financial team of financial advisors and professionals here to help you achieve your goals! We have been helping clients throughout the Lehigh Valley and beyond achieve financial confidence since 1986. Our depth of knowledge, experience, and industry certifications including Certified Financial PlannerTM, Retirement Income Specialist, and Certified Divorce Financial AnalystTM, combined with Janney’s capabilities, client-first focus, and resources, enables each of us to provide high-quality service while offering advice and implementing financial solutions for every stage of your?life. We look forward to meeting you! ??Vestra Financial Partners - Insightful planning. Inspired outcomes. https://lnkd.in/d-8GkW5T 267-685-4208 #BucksCounty? 610-861-8419 #LehighValley?
Vestra Financial Partners of Janney Montgomery Scott
金融服务
Insightful planning. Inspired outcomes.
关于我们
At Vestra Financial Partners, we believe that insightful planning brings inspired outcomes. Our insightful planning starts with an all-encompassing look at your entire financial story. We evaluate every aspect of your financial life to gain a big-picture view and ensure that all is being considered when strategizing a plan of action. We then craft a customized financial plan completely grounded in your goals and objectives and designed to achieve them. We have assembled a multigenerational core team of like-minded and spirited financial professionals and established an infrastructure that allows us to serve clients at a depth and level unmatched in the industry. Our genuine caring and honest, strategic and transparent approach result in inspired outcomes for our clients. We’re proud to be part of a firm that shares our client-centered values and standards. Janney affords us the freedom to choose funds and structure a portfolio that we deem in the best interest of each client – with no limitations. As a private firm, our clients benefit from our direct access to in-house attorneys and high-level strategists and wealth management experts. This allows for a streamlined and highly effective process and enables our clients to make the best decisions for their life and future. For more information about Janney, please see Janney's Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
- 网站
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www.VestraFinancial.com
Vestra Financial Partners of Janney Montgomery Scott的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Bethlehem, Pennsylvania - St Petersburg, Florida - Yardley
- 类型
- 私人持股
- 创立
- 1986
- 领域
- Financial Planning、Retirement Planning和Divorce Financial Analyst
地点
Vestra Financial Partners of Janney Montgomery Scott员工
动态
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Were you recently notified that your personal information was exposed in a data breach? Did you lose your wallet or ID? Was an online account hacked? The FTC has a website that is a good resource for you. Let us know so we can safeguard your accounts. #identitytheft https://bit.ly/4eKWzrf
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Do you have questions about Medicare eligibility, coverage, and how to navigate your options? Read this overview to help you make informed decisions.
Navigating your Medicare Options
janney.com
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Read the latest Investment Perspectives from our Investment Strategy Group. Learn about China’s latest economic activity, potential changes to tax exemptions and their impact on munis, and the role of earnings expectations in driving stock prices.
October Investment Perspectives
janney.com
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Struggling with motivation? Begin by learning your motivation style. Explore more to uncover personalized tips to stay on track.
9 Types of Motivation to Make Your Goals Happen - LifeHack
lifehack.org
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In this exclusive webinar, Jeff Bush of The Washington Update provides a nonpartisan analysis of Washington, the potential implications of the presidential election, and how you can plan for possible changes in the markets. Be sure to register—once registration is closed, you won’t be able to attend and access the post-event recording. Don’t miss out! https://bit.ly/4eB1hYh
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We send our thoughts and prayers for those individuals and families who are impacted by Hurricane Milton. Your personal safety is our greatest concern. Here are some reliable resources in the aftermath of the storm. There are also many local agencies that can help, but please be sure to only provide your personal information to verified agencies. https://bit.ly/483DFsT and https://bit.ly/3U2oLNW
Home | disasterassistance.gov
disasterassistance.gov
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If you are looking to donate to help those impacted by Hurricane Helene, please go directly to the site you want to donate to rather than clicking a link in an email. Protect yourself from phishing. You can research the charity at www.give.org. Donate wisely!
Find Best Charities To Donate | Charity Ratings, Reviews
give.org
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Discover the best destinations to see autumn foliage.
The 18 Best Places to See Fall Foliage in the USA
afar.com