Our Wealth Strategists have built a reputation for excellence in the Greater Philadelphia area. As a result, they are often called upon to speak with the media regarding current financial related legislation, pending changes in regulations and their overall approach to assisting clients in meeting their financial objectives. They welcome these calls, but as a matter of course request that you direct your inquiries appropriately so they can quickly respond to your call.
If you would like to speak with Nick H. Meyers, CFP®, AEP, Founder & Wealth Strategist or Philip R. Stern, CPA*, CFP®, CRPC®, Wealth Strategist please contact:
Judy A. Zarzatian at 856.488.2805 to schedule a discussion.
You can also email Judy at: Judy.Zarzatian@WealthPilotFinancial.com
*Licensed, not practicing.